Document Portal

Here is a video walkthrough of the Wyn Document Portal.

Working with Documents

You can perform the following actions on a document. You can find the corresponding buttons near each document in the list or in the right corner at the top of the view.

Document Portal

Note: It supports pagination for the document list. Documents are listed page-wise, so it helps in terms of overall navigation, and the process of listing the documents is also faster. You can specify the number of documents to be displayed per page from the drop-down list. Like here, we have selected 20 documents per page. If you want to go to a particular page, you can enter the page number in Go to and press Enter or click the page number, or you can use the Next Page/Previous Page arrows. This feature is available from Wyn 6.1 onwards.

Tile and List View

You can view the documents in a list view and tile view modes. In the above figure, by default, the documents are displayed in a list view. To view the documents in the tile view mode, click the Show documents as tile icon Tile View Icon on the top right of the view. The documents will be listed in the tile view mode as shown below.

Tile View Mode

You can see the document thumbnail in the Tile view.

To go back to the list view mode, click the icon Show documents as list.

Note: The default view is as per the view mode settings done by the administrator or its default setting.

Refer to the section Adding a Thumbnail for details about how to add a thumbnail.

Dashboards

Action	Description
Add to Favorites	Added the selected dashboard to the Favorites view.
Remove from Favorites	Removes the selected dashboard from the Favorites view.
Preview	Runs the dashboard and displays it in the Preview window.
New Window	Opens the dashboard in a new window.
Edit Dashboard	Displays the selected dashboard in the Designer.
Duplicate	Duplicates the selected dashboard.
Categories	Allows you to assign categories to the selected dashboard. Click the Categories button to open the Categories dialog.
Rename	Allows you to rename the selected dashboard in the displayed Properties pane.
Delete	Deletes the dashboard and removes it from the list.

Note: You cannot restore a document once it is deleted if the recycle bin feature is not enabled.

Reports

Action	Description
Add to Favorites	Adds the selected report to the Favorites view.
Remove from Favorites	Removes the selected report from the Favorites view.
Preview	Runs the report and displays it in the Preview window.
New Window	Opens the report in a new window.
Edit	Displays the selected report in the Designer.
Export	Export the report to one of the following formats: PDF, Xlsx, HTML, CSV, JSON, Image, or Docx.
Duplicate	Duplicates the selected report.
Categories	Allows you to assign categories to the selected report. Click the Categories button to open the Categories dialog.
Rename	Allows you to rename the selected report in the displayed Properties pane
Delete	Deletes the report and removes it from the list.

Note: You cannot restore a document once it is deleted if the recycle bin feature is not enabled.

Creating a new Document

The Create menu in Wyn Enterprise provides a central location for building new content. Users with the appropriate permissions can create dashboards, reports, notebooks, spreadsheets, pages, document binders, and embedded web pages directly from the Document Portal. This menu serves as the starting point for producing interactive analytics, formatted reports, narrative documents, and custom content.

Create a new document on Document Portal

Create Dashboard

Opens the Dashboard Designer to build interactive visual dashboards using charts, widgets, filters, and layout components. Ideal for real‑time exploration and visual data monitoring.

Create Report

Launches the Report Designer for producing structured, paginated, export‑ready business reports. Suitable for formal documents such as statements, summaries, and multi‑page analytical reports.

Create Notebook

Creates a notebook that combines text, visualizations, and data analysis steps into a narrative-style document. Useful for walkthroughs, documentation, and analytical storytelling.

Create Document Binder

Allows users to merge multiple reports into a single binder-style document. Useful for monthly business books, grouped reports, or executive review packages.

Add Embedded Web Page

Enables adding an external webpage to the portal navigation for quick access. Supports integration of help pages, external dashboards, or internal systems.