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CLM Dashboard

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CLM Dashboard

10 Articles in this category

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Can I bulk invite Users to the dashboard?

your title goes here Only an Account Manager can perform the following task. For more information about available roles, see Whatfix User Roles . No, Whatfix enables you to invite up to 5 users using a single request....

Updated On : 22 Aug 2024

Can I edit Whatfix Content/Widgets in the Draft Stage while a version is still in the Production Stage?

Yes, Whatfix enables you to edit content or widgets in the Draft stage while a version of them is 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 click...

Updated On : 22 Aug 2024

Can I preview Content/Widgets that are in the Draft Stage?

By default, when you enable the Preview Mode on the Whatfix Studio, you can preview or test Whatfix Content and Widgets that are in the Draft, Ready, and Production Stages. If the content you want to preview is in the Draft stage, then select the ...

Updated On : 18 Jan 2024

How to activate or inactivate Whatfix content?

Activating content like Flows, Static Content, and more, publishes them to the application, while deactivating them removes them from the application. On the Whatfix Guidance dashboard, activate content by pushing it from the Ready stage to the P...

Updated On : 22 Aug 2024

How to activate or inactivate Whatfix widgets?

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 ...

Updated On : 22 Aug 2024

How to recover deleted content from the Dashboard?

Currently, it is not possible for the content creators to recover deleted content from the Whatfix Dashboard. However, you can recover deleted content by contacting support@whatfix.com . your title goes here You cannot r...

Updated On : 10 Jun 2024

How to see the Visibility Rules associated with an existing Tag?

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

Updated On : 22 Aug 2024

How to remove Contents or Widgets from a folder?

Remove Widgets or Content within specific folders in your dashboard. Whatfix enables you to move the contents of a folder back to the Content or Widgets section or move them to another folder in your dashboard. Use the following steps to remove or...

Updated On : 22 Aug 2024

Should I do a Push to Production for any content changes?

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 li...

Updated On : 22 Aug 2024

What reports can be generated using the Whatfix Dashboard?

Reports enable you to view and analyze end user engagement, audit logs, testing and repository status etc., and thus make data driven decisions. Whatfix offers various reports that you can generate using the Dashboard. Click the following links to...

Updated On : 22 Aug 2024

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