The Activator Dashboard

This article describes the Dashboard’s main content areas for our users.

When you log in to Activator, the first screen shown will be the Activator Dashboard. The Activator Dashboard is the place where you can see recently created documents, find documents and create new documents.

Getting to know the Dashboard

The Dashboard is divided into four sections.

:1: Left Panel

The left panel is the foundation for navigating Activator.
You can easily access and create different types of content.

:2: Search and Filter

Using the search bar the user can search through content.
The Filter helps the user to narrow down the search criteria.

:3: Let’s get started: Create new documents

The ‘Let’s get started’ section gives an overview of different shortcuts to easily create different types of content.

:4: Recently viewed

This section displays documents the user has recently viewed.

Left Panel

On the left side of the Activator Dashboard, you will find the left panel, the foundation to navigate Activator.

Header

My Content

Document Types

1. Left Panel - Header Section

At the top, the user finds the Activator Logo and the ‘create new’ button.

:1: Home button

Press the ‘Activator’ Home Button to bring you to the Dashboard.

:2: 'Create new' button

Click the ‘create new’ button to create new content. A dropdown opens and you have the option to create a new binder, slide, brief or E-Mail. Click on one of the options to create a new document. If you want to learn more about creating new content, check here.

If you want to learn more about different document types, you can find further guidance the following articles:

Binders and Slides: Activator Slides and Binders Introduction

Emails: Emails Introduction

Briefs: Activator Briefs

You can also create new content using the 'Let’s get started section, you can learn more here.

2. Left Panel - My Content Section

At the top of the left-hand menu just under the ‘Create new’ button. The ‘My Content’ section of Activator is where you quickly can find and access materials you have marked as favorites or that were created by you.

:1: Favorites

The favorites list gives you an easy way to quickly access frequently-used items.
Read more about how to manage your favorite content here.

:2: My vault cart

Click on ‘My vault cart’ and you will see the list of documents that you currently have in your cart in Vault. You find more information on ‘My Vault cart’ here.

:3: My documents

‘My documents’ gives you a list of all the content that the user has created in Activator. You can edit and create new documents.

3. Left Panel - Document Types Section

:1: Binders

Clicking on ‘Binders’ will show an overview of all your Binders, you can edit or create new binders.
Read more about Binders and how to create binders here.

:2: Briefs

Clicking on ‘Briefs’ opens the list of all Briefs accessible to the user. You can easily edit or create new briefs. Read more about Briefs and how to create new briefs here.

:3: Emails

Opens an overview of all Email content created in Activator.
You can read all about emails, how to edit and create a new email here.

:4: Slides

Here, Activator users can find a list of all slides created in Activator.
Read more here to learn about slides.

:5: Shared Resources

A Shared Resource is a document shared across one or more presentations. It stores the settings, templates, fonts and common media used to create Slides, Emails or Briefs in Activator.
Read more about shared resources and how you can use them across your projects here.

Search and Filter

At the top of the Activator Dashboard, you can find the ‘Search bar’ and ‘Filter’.

You can use the search bar to look for a specific document by name or document ID.
Learn more about how to search for your documents in Activator here.

As an Activator user you also have the option to use the filter to narrow down the documents shown in the ‘recently viewed’ section. You can also save filters.
Learn more about how to use the filter functionality here.

Let’s get started: Create new documents

Ready to create your first document?
Let’s get started!

In this section, the four displayed cards give you the option to create different documents.

Click on one of the cards and a pop-up wizard will be displayed to guide you through creating a new document.

You can create:

:1: A New slide or :2: New binder: Learn more on how to create a new slide here: Activator Slides and Binders Introduction

:3: A new e-mail: Read more on creating a new e-mail here: Emails Introduction

:4: A new brief: You can learn more about creating briefs in Activator here: Activator Briefs

Users can also create a new document by clicking the ‘create new’ button in the left panel of the Activator dashboard. A drop down will appear with the option to choose between creating a new slide, binder, e-mail, or brief.
If you want to learn more about creating new content check here.

Recently Viewed

The main area of the Activator Dashboard is the ‘Recently Viewed’ section where users can easily access documents.

The ‘Recently Viewed’ section shows your documents in the order you have recently accessed documents.

On the document cards, you will find the documents' name, ID number, an indication of when the document was created, document version, document status, and document type.
You can find more info on Document cards here.

Click on one of the document cards to open your document.