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Table of Contents
Change Log:
Date | Changes |
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June 2020 | Comprehensive documentation about Tracker BI |
Audience: Docupace admins
Functionality:
Tracker BI: Tracker Bi is a widget that allows users to track and manage disclosures and conversations with potential and existing investors.
Forms Groups: This domain allows admins to manually group together a set of forms to connect them in the system.
Forms Matrix: This domain allows admins to control which forms are bundled for delivery.
User Access: This domain allows admins to manage the types of content users have access to.
Click to view a step-by-step.
1 | Navigate to Administration>Forms Matrix (Domain 338). | Navigation Toolbar Administration Search: Forms Matrix |
2 | In the Derived Request Type search field, enter “Tracker BI.” | Searching for Derived Request Type |
3 | Click the Refresh button.
Note: It may say Search instead.
| Refreshing Search Results |
4 | Click on the Tracker BI line item in the search results. | Tracker BI in the Search Results |
5 | Click the Forms tab in the navigation menu on the left side of the screen. | Forms Tab |
6 | In the section titled Forms, click the Add button. | Add Forms Button |
7 | Search for the desired forms.
Note: There are more search fields than the ones shown in the image.
| Forms Search |
8 | Select the checkboxes to add the desired forms. | Selecting Forms |
9 | Click the Select button. | Select Button |
10 | Repeat steps 6-9 as many times as needed. | |
11 | Click the Save and Close button when you have added all the desired forms. | Save and Close Button |
Click to view a step-by-step.
1 | Navigate to Administration>Forms Groups (Domain 224). | Navigation Toolbar Administration Search: Forms groups |
2 | Click the New Form Group button. | Add New Form Group Button |
3 | Enter a new Group Name. | Group Name Field |
4 | Enter your reason for adding or changing. | Reason for Adding/Changing Field |
5 | Click the Add button. | Add Button |
6 | Search for the desired forms. | Forms Search |
7 | Select one or more forms. | Selecting Forms |
8 | Click the Select button. | Select Button |
9 | Click the Save button.
Note: Clicking save will save your form group and return you to the Forms Groups domain.
| Save Button |
Click to view a step-by-step.
1 | Navigate to Administrator> User Access (Domain 300 ). | Navigation Toolbar Administration Search: User Access |
2 | Search for a specific user. | Searching for a User |
3 | Click on the user to open their access record. | User Access Record |
4 | Click the Forms Groups tab on the left side of the page. | Forms Groups Tab |
5 | In the Forms Group section, click the Add button. | Add Button |
6 | Search for the form group(s) you created. | Searching for a Forms Group |
7 | Select the form group(s) you want to add.
Note: If you only want to add one form group, you can simply click on the line item to add it to the user record.
| Selecting a Forms Group |
8 | Click the Select button. | Select Button |
9 | Click Click the Save and Close button when you have added all the desired Forms Groups. | Save and Close Button |
10 | Repeat steps 1-9 for each user as needed. | |