Click on Images to Expand Them
Step 1: Navigate to the Widgets Domain
First, you need to navigate to the widgets domain.
Steps | Pictures | |
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1 | Navigate to Administration menu > Single Pane of Glass tile. | |
2 | Click the Widgets tile. This opens the list of all widgets. |
Step 2: Create a Widget
Next, you need to create a new widget.
Steps | Pictures | |
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1 | Click the New Widgets button in the toolbar. This opens a blank Widget Details screen. | |
2 | Select the Dynamic Wizard Widget tile at the bottom of the screen. |
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 |
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.