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. For more information, see Using widgets
Add a widget
-
From the left navigation menu, select Administration > Document Widgets.
-
Select New
.
-
Add the Name, optionally, select a Folder, and add a Description.
-
In Settings, select Active to make the widget immediately available for use.
-
Select Select to select another widget to insert.
-
Select Upload to drag and drop or browse to a Word document. Select the Upload & Save Widget button.
-
Select Edit to go to the document editor to add text, images, tables, links, and more. Select the Save button. For more information, see Using the Document Editor.
-
Select Go back to save the widget and return to the list of widgets.
Manage a widget
-
From the left navigation menu, select Administration > Document Widgets.
-
Select any of the following:
-
Select
icon to edit or
icon to delete a folder.
-
Select Create a new folder to create a new folder. However, you cannot delete a folder with widgets in it.
-
Select
to preview a widget.
-
Select
to edit a widget.
-
Select
to clone a widget then edit it to create a new widget.
-
Select
to delete to remove the widget.
-
Select
to move to a different folder.
-