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Step 1: Navigate to the Widgets Domain

First, you need to navigate to the widgets Widgets domain.

Steps

Pictures

1

Navigate to Administration menu > Single Pane of Glass tile.

Single Pane of Glass Tile

2

Click the Widgets tile. This opens the list of all widgets.

Widgets Tile

Step 2: Create a Widget

Next, you need to create a new widget.

Steps

Pictures

1

Click the New Widgets button in the toolbar. This opens a blank Widget Details screen.

New Widgets Button

2

Select the Dynamic Wizard Widget tile at the bottom of the screen.

Type of Widget – Dynamic Wizard Widget

Step 3: Fill out the fields in the Details panel

Fill in the appropriate values.

Field

Value

Name 

My eSubmit

Version

1.0

Description

A wizard for uploading filled out forms and other documents for a New Account.

Status

Approved

Widget Title

New Client Account – Quick Upload

Widget Details Fields

Step 4: Save Your Widget

Click Save in the top toolbar of the screen. The new widget will be added to the list of available widgets.

Widget Save Button