Please note that on smaller screens it will overlay at the top and move down when scrolling

To accommodate this change there is a small amount of white space at the top of the screen, however, it is important to note that this is only visible if the user is a dashboard editor. Regular users will not be able to see this space.

As of our April 2024 release, ​​​​​​we are adding the systemDashboardID as classes in the CSS body, allowing for more targeted styling and ensuring that your custom styles are applied precisely to the intended pages or dashboards. This level of specificity prevents styling conflicts and enables a tailored visual experience across your site and its various components.

As of our October 2023 release, we have introduced 'lazy loading', meaning that additional content will be loaded as you navigate. This means that you won't have to sit and wait for all content to load, but that the content will progressively load as you scroll. Leading to faster loading times and improved efficiency:

Here, you can edit and manage your dashboard.

First, click Edit dashboard to Edit the dashboard. Now, select the Add section button.

A new section will be displayed:

Please note that you can give your dashboard a title in the Enter dashboard title section. If the Enter dashboard title section is not visible, navigate to the dashboard management screen and select the checkbox to enable this section

Please note that as of our March 2023 release, we have introduced 'skeleton loading' to our panels:

Which will now show users that the panel is loading and that their action is currently underway. This removes any doubt as to whether the action has initiated or not.

Click Add panel to add a panel:

The Add panel screen is displayed:

Select panels to add to your dashboard. 

Please note that once you have added several sections, you can drag and drop them to manage the order they are displayed in:

Additionally, you can change the colour of a sections background, via the Background colour option:

Panels

While building your dashboard, you have the option of adding several panels to it. The panels available are:

• Task
• Site
• Content editor
• iSheet
• Approvals
• Doc auto templates
• People
• Files

Please note that the data visualisation panel that you may be familiar with has been split out into a tasks panel (when only one task is selected) and an iSheets panel (when an iSheet is selected). Currently, custom themes of data visualisation are not available, but will be in a future release.

Task panel

The task panel enables you to display tasks within your dashboard.

Click Task:

The Add panel - Task screen is displayed:

Give the panel a title (which you can hide if you wish, by selecting the Hide title check box) and select which site you want to pull tasks through from. Select all, if you want all available sites to be selected. Additionally, you can select whether or not to display this on all devices, or on Desktop/Tablet only.

Click the Presentation tab:

Here, you can manage the presentation of the tasks and the task panel.

The layout of the Add panel - Task screen here, is different to the site home page task panel. For example, we have introduced the Show tabs check box. If checked, all tabs will be shown. If unchecked, you can then select whether to display all or only tasks assigned to you.

Also, as of our August release, you can now assign additional assignees, via the Assignee tab:

Simply search for and select the users you want to assign this task to. This will help you create tasks that can then be assigned to multiple users.

Additionally, we have added the Items per page option. This enables you to paginate the tasks you would like to display in this panel, based on the number entered.

Click Add once you are done to add your panel.

Site panel

The Site panel enables users to search existing and add new sites to your dashboard. 

Click Site to add a Site panel:

The Add panel - Site screen is displayed:

Give your panel a title and select the default display, how many items you want to display per page, whether the link opens in a new window or the same window and which devices to display this panel in.

You can also limit the panel further using the categories/purposes field. Here you can add multiple purposes to create bespoke panels, enabling you to tailor sites to your users' needs. For example, if you select a category/pupose of 'Client Portal', make the default display Categories/Purposes and uncheck the Show tabs check box, a panel will be displayed, showing only sites with the 'Client Portal' purpose.

Finally, select whether you want users to be able to search sites and add sites within this panel.

Once the details of your panel are added, click Add:

Your panel will be added, where you can manage and access sites, add new sites and favourite existing sites:

Please note, that when the Show tabs check box is selected, you will be able to tab through your recents, favourites and categories/purposes via the corresponding tabs at the top of the panel

Content Editor panel

As of the August release, the Content Editor panel is the updated version of the CK editor. For more information on the CK editor, click here.

Click Content editor to add a Content editor panel:

The Add panel - Content editor screen is displayed:

Here, you can give your panel a title and select whether you want it to be displayed on mobile devices.

Please note that some CK editor functionality will not be available when accessing through a System dashboard

Add any content into the CK editor, and click Add. 

Your panel will be added.

iSheet panel

The iSheet panel enables you to display an iSheet or, as of the August release, multiple iSheets from within one of your sites, in a panel.

Click iSheet to add an iSheet panel:

The Add panel - iSheet screen is displayed:

Here, you can enter a title for the panel, and also add translations for your title. (You can also select the Hide Title checkbox, to hide the title from users viewing your dashboard.)

Select the site you want to pull the data through from, then select the iSheet or, as of the August release a Multi-iSheet source that you want to display.

You may also be able to select a view for an iSheet, within the View drop down, if the iSheet is not a multi-iSheet source

As of our August release, when Multi-iSheets source is selected, users can now bypass permissions when displaying data.

Bypass permissions when displaying data

You can aggregate all data from the source sites, rather than hide the data that the user may not have permission to see.

When adding an iSheet panel, and your source is set as Multi-iSheet, you will have the following permissions options:

• The new Retrieve all data option should be set to ensure that the permissions on the record data is ignored and all records that match any filter are returned from all sources. The user will not be able to drill down into the data of any sites or iSheets that they do not have permission to see
• The Respect user permissions option will only display the data that the user is allowed to see

Please note that site security checks are still shown (such as terms and conditions and password etc.), but once they have been passed, the data is collected as if the user is a site administrator

When you have chosen either your individual iSheet or Multi-iSheet source, select whether you want to display this panel on all devices, or desktop/tablet only.

Finally, click the Presentation tab:

The Presentation screen is displayed:

Select how you want to display the data.

Click Add to add your panel.

Please note that user permissions will be respected when viewing this panel

Additionally, please note that if you do not have XSS permissions, then you will not be able to edit a panel that has script added to it

Approvals panel

As of our August release, we have introduced the ability to add the approvals panel to a custom system dashboard, which will show the user's list of approvals when they log into the homepage. Additionally, it can show any outstanding document approvals that need to be reviewed.

For more information on setting up approvals, please click here.

To add the Approval panel, as a System admin, click Edit within your homepage:

You can now edit the dashboard. Click Add panel to add a new panel:

The Add panel screen is displayed:

Within the Add panels screen, click Approvals:

The Add panel - Approvals screen is displayed:

Here, give your panel a Title, select the Site, List and where you want the panel displayed in. 

In this example, we have called our panel, Matters to approve, selected the Matter Management site, selected the To approve list and decided to display it on all devices.

You can also customise your chart. For more information on how to do that, click here.

Click Add to add your new panel and then click Save to save your changes. Your new panel will now be displayed within the homepage:

Doc auto templates panel

The Doc auto templates panel enables users to help make self-service document automation as accessible as possible to business users.

Click Doc auto templates:

To add a Doc auto templates panel.

The Add panel - Doc auto templates screen is displayed:

Give your panel a title and select the default display. You can also limit the panel further using the site and categories fields. For example, you can select a specific category (specified within Contract Express), enabling you to tailor this to a specific use case, and limit which templates are visible to the user.

Please note that My templates are the templates associated with the HighQ Doc Auto site

Also please note that when the Show tabs check box is selected, you will be able to tab through your My templates, sites and categories via the corresponding tabs at the top of the panel. However, if the check box is unselected, it will only show the chosen display item.

Then in the Presentation tab, you can choose how you want to order the templates, how many items you want to display per page and whether you want users to be able to search within this panel.

As of our March 2023 release, users can now automatically download a document that they have generated. This will provide easy access for business users who may not have a deep understanding of HighQ, and enables them to get access to the information they need straight away.

To automatically download generated documents, select the Download generated documents check box when you Add or Edit your Doc auto templates panel. Click Add or Save to save your changes:

 

As of June 2023, if File Approvals is turned on for a site, documents are not automatically downloaded, but instead go through the approval process.

Additionally, you can style the panel with a primary and secondary colour.

Once the details of your panel are added, click Add. Your panel will be added, where you can review and complete any document template that you have permission to view:

Alternatively, you can just show the category: 

A dashboard administrator can also display and/or hide empty sections within a dashboard. Enabling administrators to have a bit more freedom when customising their dashboards:

People panel

The People panel gives you the ability to provide client contacts or manual contacts. This can be used to highlight certain users that are key contacts for specific organisations set up or even just a list of users that might update the content on the page you are adding the panel to.

As of our March 2023 release, we have introduced the ability for users to be able to quickly and easily view who the key contacts are for a site, that they might want to be in contact with. This includes a minor overhaul to the Add panel - People screen. Click People:

The Add panel - People is displayed:

• Panel title - Enter the title of the panel. You can hide the title by selecting the Hide title checkbox
• Contact type - Select the source for the panel.
  • This can be either Group contacts or Manual contacts. If you select manual contacts a new Contacts field is displayed, where you need to search for the contacts manually

Please note that you can only see the users that you have permissions to see, you can see external groups but can only see internal users within these groups and you cannot see users that aren't in any site groups. A matrix of how the permissions work can be found at the bottom of this article

• If you select Group contacts, the Group type section will be displayed, enabling you to choose from either an Internal system group, a Site group or an Internal organisation. Depending on the type of group selected, the drop-down menu will change to either System group, Site or Organisation, where you can select the relevant group to display users from
• Order by - When you have selected a Group contact group, you can only order by Alphabetical order. If you have selected Manual contacts, you have the option of Alphabetical or Custom:

This lets you either drag and drop, or use the arrows to change which order people are displayed in, or you can click the red x to remove people from this panel.

• Display - This section lets you choose which bits of information about a user you want to display within the panel. Select each checkbox for the piece of information you want to display. If you select a checkbox, but a user does not have that piece of information within their profile, nothing will be shown
• Items per page - Enter how many contacts you want to display per page
• Display in - Select whether you want to display the panel on all devices, or just desktop/tablet

Click Add once you have added all of the relevant details. The new panel will be displayed within your dashboard, containing the information you want to display:

Click Save to save your dashboard changes. 

How do permissions work in the People Panel?

Below is a matrix explaining how permissions work for certain users with certain permissions:

Files panel

The Files panel gives you the ability to provide files quickly and easily to your users. This can be used to show example guidance documents or other important information, to allow for quick and easy access to any relevant information and also enable you to aggregate information from multiple sites into one panel on your dashboard, for your users.

As of our June 2023 release, we have introduced the ability for administrators to be able to get access to a list of documents and files quickly, through a panel. Click Files:

The Add panel - Files screen is displayed:

• Panel title - Enter the title of the panel. You can hide the title by selecting the Hide title checkbox
• Site - Select the site you want to pull the files through from
• Folder - Select the folder within the site that your files are located in
• Author - You can search for a specific author that you want to display files from
• Tags - Here you can tag your files 
• Period - You can select a timeframe of All, Last week or Last month to decide how recent the files you want to display will be
• Order by - You can order your files by either Recently updated or Alphabetical
• Display - This section lets you choose which bits of information about a user you want to display within the panel. Select each checkbox for the piece of information you want to display. If you select a checkbox, but a user does not have that piece of information within their profile, nothing will be shown. Please note that eSignature status is greyed out until File status is selected, as these two are linked
• Items per page - Enter how many contacts you want to display per page
• Display in - Select whether you want to display the panel on all devices, or just desktop/tablet

There is also a new piece of functionality that allows you to display a link which takes the user to all of the files available. To enable this, select the Show view all files link check box. Enter a name for your link in the available text box:

Click Add once you have added all of the relevant details. The new panel will be displayed within your dashboard, containing the files you want to give easy access to, with a link to the additional files, if provided: