How to Create an Organization-Specific Browse Flow

For customers that leverage organizations to separate content for different groups of users, consider creating a unique, organization-specific Browse Flow. This article describes how to create an organization-specific Browse Flow to guide users to specific content and information within the Documoto Library by setting up a hierarchy of Browse Flow tiles on the Documoto home page. 

Article Topics

• Browse Flow Inheritance
• How to Create an Organization-Specific Browse Flow

Browse Flow Inheritance

Before creating an organization-specific Browse Flow, consider the following:

• Browse Flows have standard inheritance (e.g. inherited down the organization structure tree).
• If a Browse Flow is configured at the tenant-level, all organizations will inherit the tenant browse flow automatically. 
• Browse Flows can be customized at the organization-level using overrides (see instructions below).
• If an organization-specific Browse Flow is enabled for a parent organization, all child organizations will inherit the override.

How to Create an Organization-Specific Browse Flow

1. Within Documoto Admin Center > Library Admin > Browse Flows.
2. Identify which Organization you would like to create a unique Browse Flow for and click OVERRIDE > Open Editor.
3. Create a taxon ("browse flow tile") by specifying a Name and click Add.
4. Add a taxon image by clicking Upload Image and selecting an image from your local computer.
5. Repeat steps #3 & #4 for all tiles in the Browse Flow.
6. Drag and drop tiles to create a Browse Flow hierarchy.
7. Assign Search Criteria to each of the lowest-level tiles in the Browse Flow structure.
8. Validate the organization-specific Browse Flow in the Library to ensure that expected content and information is returned.