Managing document widgets

A widget is the smallest part of a document, such as a logo or text that is reused. You can insert a widget into a component, template, or a document. Widgets are organized in folders. Also see Using widgets

Add a widget

1. From the left menu, select Administration then Document Widgets.

2. Select New .

3. Add the Name, optionally, select a Folder, and add a Description.

4. In Settings, select Active to make the widget immediately available for use.

5. Select Select to select another widget to insert.

6. Select Upload to drag and drop or browse to a Word document. Select the Upload & Save Widget button.

7. Select Edit to go to the document editor to add text, images, tables, links, and more. Select the Save button. See Using the Document Editor.

8. Select Go back to save the widget and return to the list of widgets.

Manage a widget

1. From the left menu, select Administration then Document Widgets.

2. Select any of the following:

   Manage Folder button to edit or delete a folder or select Create a new Folder. You cannot delete a folder with widgets in it.

   to preview a widget.

   to edit a widget.

   to clone a widget then edit it to create a new widget.

   to delete to remove the widget.

   to move to a different folder.