Using Nakisa Product Center

Nakisa Product Center provides a centralized location to navigate across Nakisa products, resume recent work, and manage internal documents or links. It is accessible from the main menu of any Nakisa application.

Nakisa Product Center includes two main area:

Overview
- Access to products you have access to, along with other key Nakisa resources.
- View and manage recently accessed items and favorites.
Documents & Links: Upload or share reference documents or links.

Overview

The Overview section facilitates easy access to products you have access to, along with other key Nakisa resources.

It also helps you resume your work quickly by providing a centralized view of recently viewed or modified objects across all your Nakisa products. It also displays any items you may have marked as favorites, such as contracts or locations.

To manage Recents and Favorites:

Open Nakisa Product Center from the main menu of your product.
On the Overview page, find the widgets summarizing your recent and favorite objects.
To view the full list of items, click View All in the top right widget or select the required tab.
Click a row to open the object in a new tab in the original application.
Use the context menu to add objects to Favorites or remove them from the list.
Navigate to the Favorites tab to view all pinned objects.

Documents & Links

The Documents & Links section in Nakisa Product Center allows you to upload and organize documents or external links in a central location. Documents can be kept private for your personal use or made public and shared access your organization (if you have the required role).

To add a documents and links:

Open Nakisa Product Center from the main menu of your product and click on the Documents & Links page.
Click the plus (+) button to add a new document or link.
To add a document: Enter the document Name, an optional Description and upload the file
To add a link: Click on the Link tab, then add the Name, Description, and URL of the link
By default, documents and links are set to Private for your view. If you have the required role, you can set them to Public, making them visible to your entire organization.
Click Add to save the document or link.
The document or link is displayed on the page. Clicking a link will open in a new tab, while clicking a document will trigger the document download.
If needed, use the Actions column to Edit, Delete, or Add to Favorites.