For example:

Configuring the items that display in the Reader is a two step process:

1. Create Reader Tab Groups.

2. Define the precise materials that appear within each Reader Tab Group.

Make a Reader Tab Group

1. Click Database in the top navigation bar and select Reader Tab Groups.

2. Click Insert.

3. Enter the following user configurations in the popup window:

   • Status - Set the status to Active to enable the tab.  An Inactive tab will not display.

   • Type - Select Materials at this time. See below to learn more about Type options.

   • Name - Description of setting.

   • Memo - This setting is optional. Descriptions may be provided here. 

   • Order - This order will determine the order in which the tab will appear (Remember to leave gaps in the order to simplify Reader Tab Group creation in the future. Example: 10, 20, 30).

   • Custom Read Permission - This setting will restrict the ability to view particular tabs by setting a custom permission. If left blank, anyone with the ability to view the application within the selected base will be able to see this tab ( Do not get distracted with creating custom permissions when building the tabs. Adding filters to tabs will often achieve the desired functionality. If permissions are required, wait until all tabs and materials have been created prior to adding permissions).

   • New Material Highlighting - This setting is for Reader tabs only.  

   • Enable new material highlighting will change the tab name font to green to show that a new material was associated with an application record after the current reader began to read the application.  For example, if John began to read an application on Monday morning, and a new transcript was received on Monday afternoon, the next time John opens that application in the Reader, the tab that contains the transcript will have green letters to indicate the new item.

   • Disable new material highlighting will always show the tab names in a black font.

   • Color (Optional) - When configured, the tab will have a color added to the side.  This is typically used to help differentiate certain tabs.  

   • Base - Select any Reader-enabled Applications base (for Reader / Application PDF downloads) or folio-enabled Prospects base (for Folio Viewer).

   • Filters - This setting is optional and applies only to Reader tabs. Once a base has been selected, filters may be added to restrict which population should have this tab.  For example, if a tab should only appear for applications within a certain bin, use the Current Bin filter to restrict the tab. 

Read Group Types