Widgets are sections on the Home Page that give you fast access to information and often used features in InterFAX. Your Home Page can be customized with widgets that are useful to you.
On the Home Page, you can do the following:
Add a widget
- Select the Home Page tab you want to add a widget to.
- Click Edit.
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Click Add Widgets.
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Select the widget(s) you want to add to the Home Page tab, then click Add. The following widgets are available:
Faxes
This widget allows you to view sent and received faxes. Faxes are displayed under 2 tabs: Inbox and Outbox. The actions available on the bottom toolbar and in the Action drop-down menu for faxes are the same as those on the Inbox and Outbound Faxes pages.
You can click Open Full View to navigate to the Inbound Faxes or Outbound Faxes pages from the widget.
When you have a large number of faxes, use the next and previous page arrows to navigate between pages.
Click Refresh to ensure the widget is up to date with the most current information.
Faxes By User
This widget allows you to view the total number of sent and received faxes per user. Faxes are displayed under 2 tabs: Received Faxes and Sent Faxes. Each user name is listed with a total fax count, total number of pages, and total number of units.
This widget is only available for Account Managers.
When you have a large number of users, use the next and previous page arrows to navigate between pages.
Click Refresh to ensure the widget is up to date with the most current information.
Quick Fax
This widget allows you to quickly add attachments to an outgoing fax from your Home Page by browsing for files, or by moving files to the widget using a drag-and-drop operation. Once you have dropped files on this widget, Send Fax will open with the files attached. See Send Fax for more information.
If you have an InterFAX + AI add-on, you will also be able to add the following widgets:
'[Workflow Name]' Items
Any user that is assigned to a role that has access to one or more user action steps in a workflow can add the '[Workflow Name]' Items widget for that particular workflow to their Home Page. This widget allows you to view a list of documents currently in the workflow. The documents are displayed under tabs that correspond with user action steps within the workflow.
When you have a large number of documents, use the next and previous page arrows to navigate between pages.
Click Refresh to ensure the widget is up to date with the most current information.
Capture States
This widget displays a pie chart showing the number of active jobs in each workflow step. You can hover over each color in the chart to see the number of jobs in that specific step or click step names on the right side to exclude them from the pie chart.
Documents Processed by User and Workflow
This widget displays a bar chart showing how many items were completed by each user in each workflow.
Documents Processed by Workflow
This widget displays a bar chart showing how many total items were processed in each workflow.
Documents Processed by Workflow Step
This widget displays a bar chart showing how many items were completed for each step of a workflow.
Page Usage by User
This widget displays a pie chart showing the number of pages used by each user. You can hover over each color in the chart to see the number of pages used by that specific user or click a user name on the right side to display only pages used by the selected user.
Use the date filter at the top of the widget to view information for a specific range of dates.
Click Maximize to expand the widget across the entire Home page.
When you have a large number of users/pages, use the next and previous page arrows to navigate between pages.
Click Refresh to ensure the widget is up to date with the most current information.
Tenant 12 Month Page Count
This widget displays a gauge chart showing the total number of individual pages processed on your tenant in the current calendar year vs. the total page count available.
- Click Save.
Move an existing widget
To move a widget to another location on the Home Page, hover over the grab handle in the upper left-hand corner of the widget. The cursor will change to a move cursor. Move the widget to an open location on the Home Page using a drag-and-drop operation.
Resize a widget
Widgets containing lists can be resized vertically to display more or less items.
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Hover your mouse over the bottom edge of the widget that you want to resize until the cursor changes to a double arrow.
- Click and drag the bottom edge to the desired size.
Remove a widget
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Click Remove Widget from Tab in the upper right-hand corner of the widget that you want to remove from the Home Page.
