When viewing the dashboard templates in the tile mode, the thumbnail gives the user a visual idea of the document content, and you can generate the document thumbnail automatically using the Generate Thumbnail option. The generated thumbnail is based on the current view of the first page of the dashboard template. You can also view and add the thumbnail in the info panel.

Note:

1. The thumbnail generated using the Generate Thumbnail option will override any previous thumbnail set for the document. Users can set custom thumbnails using the info panel.

2. Users with Read permission cannot edit the thumbnail from the Info panel and also cannot generate a thumbnail using the Generate Thumbnail option on the preview.

Steps To Generate the Thumbnail

1. Click the Dashboard Template option under the Document Types section. A comprehensive list of all the dashboard templates will appear on your screen. Click the View Dashboard Template in new Window button against the dashboard template that you want to preview.

   
   

   
   

   
   

2. On the dashboard template preview, click the Generate Thumbnail option on the viewer.

   
   

   
   

   
   

   Thumbnail generation progress will be displayed.

   
   

   
   

   
   

3. A document thumbnail updated confirmation message is displayed.

   
   

   
   

   
   

4. Click Dismiss to close the message box.

   
   

   The thumbnail will be generated, and you will be able to view the generated thumbnail in the documents list in Tile view and in the Info Panel.

   
   

   Note: The Generate Thumbnail option will only be visible if the Enable Generate Thumbnail property is enabled by the Admin in the admin portal.

   Please note that you can delete the thumbnail by clicking the Remove Thumbnail option while viewing a document. Refer to View Documents for details.