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Experience Manager Guides Home page experience

The Home page is the first screen that you view when logging into Experience Manager Guides. It provides you with a unified and intuitive welcome screen experience, which includes a quick view of the files that you recently accessed, collections, and more.

The Experience Manager Guides Home page is divided into the following sections:

  • Header bar
  • Navigation bar
  • Left panel

Header bar

The header bar is the top bar of the Home page that displays the ÃÛ¶¹ÊÓÆµ Experience Manager logo (or a Unified Shell if you are using the Unified Shell as your Experience Manager Guides UI). When you select the logo, it directs you to the Experience Manager Navigation page.

The navigation bar surfaces tools to switch navigation, customize the overview layout, and adjust the page view. It also displays the current folder profile in use.

NOTE
If using the ÃÛ¶¹ÊÓÆµ Experience Manager Guides as a Cloud Service, an additional feature labeled as AI Assistant is displayed in the navigation bar.

Features available in the navigation bar are explained as follows:

  • Navigation switcher: Allows seamless navigation to other pages:

    • Home: The default page that you view when logging into Experience Manager Guides.
    • Editor: An easy-to-use web-based Editor that allows you to create and manage structured documents in Experience Manager Guides. Get to know the Editor interface.
    • Map console: Provides you a dedicated workspace to handle all aspects of map management and publishing. Get to know the Map console interface.
  • AI Assistant: A powerful, AI-driven tool designed to enhance your productivity through smart help features. Additionally, when working in the Editor interface, you can leverage the smart authoring capabilities of AI Assistant that makes your authoring process smarter and faster through intelligent suggestions for content reuse and optimization.

    The AI Assistant feature is currently only available for ÃÛ¶¹ÊÓÆµ Experience Manager as Cloud Service.

  • Customize overview section: Allows you to hide or show the widgets in the Widgets section.

  • Folder profile in use: Displays the folder profile that is currently being used.

  • Expand view: Allows you to expand the page view using the Expand icon. In this view, the header bar is hidden, maximizing the content space. To return to the standard view, use the Exit the expanded view icon.

Left panel

The left panel gives you quick access to Overview, Map collections, Bulk publish, Publish queue, and User preferences features. You can expand the panel by selecting the Expand icon placed at the bottom-left corner of the interface. Once expanded, use the Collapse icon to collapse the panel.

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What you view on this panel depends on your user role. The following table lists the roles and the respective sections that are displayed in the left panel.

  • Admin & Publisher: The ability to view all the sections in the panel.
  • Author: The ability to view all the sections except publishing. Authors do not have access to Map collections, Publish queue, and Bulk publish section.
  • Reviewer: The ability to view the Overview section only. Selecting the Overview section either displays a default empty state message or the Workfront tasks widget depending on whether ÃÛ¶¹ÊÓÆµ Workfront is configured.

Features available in the left panel are explained as follows:

NOTE
In addition, if your administrator has configured ÃÛ¶¹ÊÓÆµ Workfront integration in the system, then a Workfront option is also shown in the left panel. Learn about ÃÛ¶¹ÊÓÆµ Workfront integration in Experience Manager Guides.

Overview

Overview acts like a personalized dashboard designed to enhance productivity. It features different widgets that help you stay organized and focused.

The widgets also provide you with options to sort and resize columns. To view these options, select the column header and the options would display in a list.

The following widgets are present in the Widgets section:

  • Recent Files: The widget provides you with a snapshot of recently opened files (a list of files that you accessed in the Editor) along with the key file details including Title, File name, File type, File path, and Accessed on dates.

    You can sort and resize the columns by selecting options from the column dropdown menu. By default, the data is sorted based on last accessed date and time.

    From User Preferences, you can set the maximum number of files that can be displayed in this widget. By default, this limit is set to 20.

    The following options are available when you hover over a file:

    • Open in editor: Allows you to open the file in the Editor. You can also open a file by simply selecting it.
    • Pin/unpin: Allows you to pin one or more files to the Recent files widget. Pinned files are displayed at the top in widget list. To unpin a file, use the Unpin option.
    • Remove: Allows you to remove the file from the Recent files widget.

    Create new file from the New file dropdown menu

    The New file dropdown menu allows you to create a topic or DITA map right from the Recent files widget. On successful file creation, you will be redirected to the Editor interface where you can work upon the file.

  • Collections: If you work on a set of files or folders, you can add them to this widget to access them quickly. Once added, you can view the files by Title along with other key details such as Owner and Created On dates. As you select the column dropdown, you can view the options to sort and resize the column.

    The selected collection’s breadcrumbs are displayed at the top of the Collection widget. You can select it to go back to a specific folder within the hierarchy.

    The following options are available when you hover over a collection and select the More icon :

    • Rename: Allows you to rename the collection.
    • Delete: Allows you to delete the collection.
    • View in Assets UI: Allows you to open the collection in the Assets UI.

    You can open a collection by selecting the Collection title. The following options are available when you hover a Collection file and select the More icon