How to navigate the Home

From the “Home” tab, you can access the different features available on the platform.

This landing page is divided into 3 sections:

• The header at the top of the page, available in every screen while navigating the platform
• The features tabs on the left of the page
• The customizable dashboards at the center of the screen

In this article, you will learn how to navigate these sections and use them to your advantage

THE HEADER

• The tenant selector:

The tenant selector is a drop-down menu located At the top left of the page. It will allow you to see the name of the tenant you are currently in, and see the complete list of tenants you have access to by clicking on it. To switch from one tenant to another, simply click on the tenant selector and then on the desired tenant. 

• The search bar:

The search bar allows you to quickly search for content by keywords. Just type the desired keywords and hit Enter to see the results. 

The search will be performed in all the tenants you have access to, and across multiple types of content (Companies, Individuals, Contracts, Litigations, Documents, Tasks). You will also be able to filter the results by tenant or by type of content.

For Documents, a full-text search will be performed. This means that you will be able to easily find the documents you need even if the keyword is not part of the title of the document.

• The Task manager & calendar:

The task manager allows you to create tasks, assign them to your colleagues and set-up reminders concerning their due dates.

You can also automate the task creation process by setting up recurring tasks, or create workflows to better structure your tasks.

The calendar allows you to keep track of the due dates for tasks that have been assigned to you.

• The notification center:

The notification center allows you to keep track of the notifications that have been shared with you through the platform. It is divided into 3 sections:

MY NOTIFICATIONS

This section allows you to see all notifications that have been shared with you through the platform. These can be automatic notifications, or manually sent by your colleagues to bring important subjects to your attention.

Every notification in this section can be clicked to be redirected to the relevant content.

MY JOBS

This section allows you to keep track of the status of bulk operations you started (i.e. editing multiple entities at once or extracting a particularly complex report).

Depending on the amount of content involved, bulk operations can take some time to complete. For this reason, they are run in the background to allow you to keep using the platform while they progress.

The “My Jobs” section will show you a list of such operations, allowing you to check on their status and progress.

NEWS

This section is where you’ll find DiliTrust’s communications about the latest feature updates. You can click on any update to learn more about the new feature and how it works.

• PROFILE

Your profile is located in the top right corner of the page, and it can be accessed by clicking on the icon with your initials (or your picture, if you uploaded one).

Clicking the profile icon will open a drop-down menu composed of the following features:

• See my profile
• DiliStore
• Notification settings
• Logout

SEE MY PROFILE

This section allows you to edit and manage your personal profile.

For example, you will be able to edit your personal information (name, e-mail address, phone number, address, etc...), upload a profile picture and write a biography.

You can also edit your password and choose the default tenant you will be redirected to anytime you access the platform.

Learn more about the profile page in the dedicated article.

DILISTORE

This section provides you with an overview of the different modules available in the DiliTrust Governance Suite, as well as the currently available integrations with third-party solutions.

The DiliStore is divided into 2 sections:

• My DiliTrust modules: here you will find information about all the different modules available in the DiliTrust Governance Suite. You can see which modules you are already subscribed to, and get more information about any module by clicking on it.
• Integrations: here you will find all the available integrations with third-party solutions (i.e. external signature providers). Simply click on the integration you want to activate to authenticate and connect.

NOTIFICATION SETTINGS

This section allows you to set-up and request automatic notifications from the DiliTrust platform.

You will be able to choose when to be notified (i.e. when a new Document has been added, or when information about a Company has been updated), and how to be notified (by e-mail, or by an in-platform notification).

Choose your preferred settings and click on “Save” to keep up with the actions being taken in the platform.

Customizable dashboards

The dashboard on the Home page gives you an overview of certain customizable indicators which may be configured by portal administrators. 

Note that the following screenshots and GIFs will show the dashboards in their default settings, the layouts may differ from that which you find on your own Home page.

By default, you can find the following:

1. This shows the global number of companies, individuals and contracts that exist within your portal, and the transactions done that month.
   You can access each of these items by clicking the relevant title.
   
    
2. To the left, the historic number of transactions per month, and to the right, the most recent transactions.
   
    
3. The organizational chart of every Company (dark red), Individual (blue), and Branch (light red) within your portal, with lines indicating ownerships and holdings.
   You can access the associated folder by clicking on any of these entities. You may also perform a search by name, Legal Form, first name, etc. from the search bar above the organizational chart.
    The size of a company in the organizational chart is related to its capital value, without adjusting for specific currency.

Note: This view is unique for each user and adapts to the user’s access rights to the different elements.

As an administrator, you can modify the view. Click on the setting icon on the top right of the page.

This will allow you to modify the graphs and adapt the page structure to your needs.

Place your cursor on the element of your choice and click on edit. You will access the graphs settings. This will allow you to set up the criteria for the graph, and show you a real-time preview on the right side of the window.

To add a new item or section, go to the bottom of the page and click on either “Add an item” or “+Add a section”. Choose your section’s layout and the graph of your choice.

Discover more details on how to set up your homepage KPI’s in the dedicated article.

Left bar menu

Find below the different features