They needed to be able to provide remarkable service to their members no matter which of their branches a member visited or called. The solution: Create a one-stop shop for all of their resourcesĬoming under one roof, connectFirst wanted to create one set of policies and procedures - one way of doing things - that applied to all of its branches. Instead of choosing one of their old tools, they decided to search for a new documentation solution. And, with the expansion, they needed each of their 40+ branches to have access to up-to-date information. “Documentation could be in many different places, depending on what division you were part of before,” said Alaska, Information Technology Support Specialist for connectFirst.įor Alaska, using these competing tools made it difficult to edit documents as well as find articles she needed. And those tools weren’t living up to their expectations.īefore merging, the divisions hosted their documents on everything from OneNote to SharePoint to Word docs. Not to mention, they had been documenting these policies and procedures using different tools. In short, the credit union had to align its policies and procedures. Between the divisions, there were four banking systems and numerous processes. The credit union knew they needed to do something about organizing their documentation. Not have a footer.The challenge: Harmonize documents scattered across four divisionsĪs connectFirst prepared to merge their divisions, they knew they had a lot of work ahead of them. Change the Button Text to control the button.Under Style, pick either Use Icons or Use Thumbnails to determine which style the gallery card will have.Only items matching that tag will appear in the gallery card.

In Tags, add any tags to limit the query.Optionally, in the Show Only section, select Group(s) and select your desired group(s) to filter the applications.Adjust the number in Number of Cards Shown (the maximum is 16) to alter the display.Click Sites to see all sites in your organization return in the gallery card. Click Datasets to see all datasets inside your organization return in the gallery card. Click Apps to see all applications inside your organization return in the gallery card. Hover over the widget and click the gear icon to switch to edit mode.Drag a Gallery Card widget onto an existing row.Summary statsĪre generated from a dataset query and are automatically updated as the dataset Provide data at a glance for key performance indicators and more. Or click the gear icon in the upper left corner to open the site editor sideĬonstructed two ways: using a logo URL and a site title (simple), or using Hover over the elements on the page to move, resize, edit, or delete elements, Your own site’s branding and data, or completely remove to start from scratch.

Page editor that provides you with a site template that you can modify to fit This tab allows you to design your site using the provided editor, markdown, or custom HTML. This can all be done from the Site Editor tab. Once you've configured your site and added data, you can design the home page layout and customize the header and footer.

Screensteps site layout pages