CLM Dashboard

Yes, Whatfix enables you to edit content or widgets in the Draft stage while a version continues to be in the Production stage. All you need to do is hover the cursor over the content or widget that you want to edit in the Production stage and then ...

By default, when you enable the Preview Mode on the Whatfix Studio, you can preview or test Whatfix Content and Widgets that are only in the Ready Stage. Additionally, Whatfix enables you to test Advanced Customization code changes with Preview ex...

A Global Page tag is an Auto tag, which is automatically created in your account or dashboard and cannot be edited. Adding a Global Page tag to your content enables you to display the content across all pages in the application. Use the fo...

Activating widgets like Pop-up, Self Help, and more, publishes them to the application, while deactivating them removes them from the application. On the Whatfix Guidance dashboard, you can activate widgets by pushing them from the Ready stage to ...

Currently, you can't recover deleted content from the Whatfix Dashboard on your own. To recover deleted content, contact support@whatfix.com . Note: You cannot recover deleted Folders from the Dashboard. However, when yo...

Tags have certain Visibility Rules associated with them during creation, either manually or automatically through Smart Context. The Visibility Rules define the Tags and enable them to display content when and where desired. Whatfix enables you to v...

Remove Widgets or Content within specific folders on the Whatfix guidance dashboard to re-structure and organize content. Whatfix enables you to move the items of a folder back to the Content or Widgets section or move them to another folder on the ...

Yes, any content or settings changes require you to push to production. When you save a change, it gets saved on the Whatfix server. But for your end users to see it, the change needs to be pushed across to the CDN they are using. All changes, s...

Reports enable you to check audit logs, test and view repository status, and more. Use these metrics to analyze end user engagement and make data driven decisions. Whatfix offers various reports that you can generate using the Dashboard. Click the...

Whatfix enables you to add a note to inform stakeholders about the changes you are about to publish. The Notifications section of the Whatfix dashboard displays the notes added for a published piece of content. Use the following steps t...