Overview

Related tabs allow users to extend the tab panel on the Home page with custom tabs. These tabs make navigation easier through DocuNote by providing instant access to favourite content, such as documents, cases, tasks, saved searches, etc. For more information about related tabs, see DocuNote Basic Modules - Related tabs

Finding your settings

Before you start using front tabs, please check if appropriate permissions are set up:

  1. Click DocuNote tab, and then click System Setup*.*
  2. In the left navigation panel switch to Roles and Permissions*.*
  3. Click Roles and edit the Module Role*.*
  4. Check if the following permissions are enabled under Tabs section:
Permission Description
Manage personal tabs Allows you to create and modify personal tabs.
Manage shared tabs Allows you share your tabs with other users.
  1. Click Save to apply your changes, if any.