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Introduction

3
  • Overview of The Smart DMS
  • Getting Started with The Smart DMS
  • Understanding The Smart DMS Architecture

Common

33
  • Bookmarks
    • How To Add & Remove Bookmarks
  • Clients
    • How to Add a Client
  • Communication
    • Communication Overview
    • Settings
      • Communication Settings Overview
      • Email Settings
        • How to Configure Outgoing Email (SMTP) Settings
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        • SMS Message Templates
      • WhatsApp Settings
        • Official WhatsApp API Settings
        • WhatsApp Templates
    • Panel Banners
      • Panel Banners
    • WhatsApp
      • WhatsApp Overview
      • How to Setup a WhatsApp Web Session
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    • Web Push Subscribers
      • Web Push Subscribers Overview
  • Content Management
    • How To Add Content Such As FAQs & Guides
    • Content Management Overview in The Smart DMS
    • Categories
      • Managing Content Categories
    • Tags
      • Managing Content Tags
  • Logs
    • Tracking Actions: Understanding Logs in The Smart DMS
  • Notifications
    • How to Enable/Disable Notifications
  • Roles & Permissions
    • User Roles & Permissions Overview
    • Understanding Roles & Permissions Across Central and Tenant Panels
    • How To Create User Roles
  • Search
    • Using the Global Search Bar in The Smart DMS
  • Settings
    • Authentication
      • Authentication Settings
    • General
      • General Settings Overview
      • Do I Use Tenant-Specific or Central Settings
  • Users
    • How to Register a User
    • How To Update a User & Assign Roles
    • How To Bulk Assign User Roles
    • How To Update Your Profile
    • Biometrics
      • digitalPersona
        • How to Setup digitalPersona U.are.U 4500 Fingerprint Reader

Central

13
  • Main
    • Dashboard
    • Clients
      • Central Clients
    • Tasks
      • Central Tasks
    • Tenants
      • Tenant Overview — What Is a Tenant in The Smart DMS?
      • How To Create a Tenant
      • Updating a Tenant and Managing Assigned Users
      • Customizing Tenant Labels
    • Payroll
      • Payroll Overview
      • Commissions
      • How to View Your Account Balance
    • Policies
      • Managing Policy Categories
      • Managing Company Policies & Training Manuals in The Smart DMS
    • Subscription
      • How To Renew Your Smart DMS Subscription

Tenant

37
  • How To Access Different Tenants
  • Tenant Dashboard
  • Attendance
    • Attendances
    • Devices
      • Supported Biometric Devices
    • Settings
      • Attendance Settings
  • Ecommerce
    • Products
      • How To Create Simple Products
      • How to Create Cable Products in Bulk
      • How To Create Variable Products In Bulk
    • Requisitions
      • How To Request Store Items
      • How To Approve Requisition Items
      • How To View Inventory Used in a Task
  • Human Resource
    • Leave Management
      • How To Manage Leave Request Types
      • How Employees Can Request For Leave
      • How to Review a Leave Request
    • Employees
      • How To Update Employees
  • Marketing
    • Marketers
      • How to Create a Marketer
    • Commissions
      • Commissions Overview
      • Uncommissioned Tasks
  • Payroll
    • Advance
      • How Employees Can Request a Salary Advance
      • How To Approve A Salary Advance Request
    • Deductions
      • Employee Deductions
  • Tasks
    • Task Types
      • Task Types Overview
      • How To Create Task Types
    • Task Management
      • Task Statuses Overview
      • How To Create Tasks
      • How To View Unassigned Tasks
      • How To Start a Task
      • How To End a Task
      • How Employees Can Mark a Task as Bounced
      • How To Mark Tasks as Bounced in Bulk
      • How To View Inventory Used in a Task
      • How To Mark a Task as Complete / Done
    • Settings
      • Task Settings
  • Workflows
    • How To Approve Or Decline Transition Requests in Bulk
    • What are Workflows and Transitions?
    • How to Create a Workflow
    • How to Approve or Decline a Transition Request
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Panel Banners

2 min read

Panel Banners let you show custom banners in different sections of The Smart DMS — like above the top bar, on the login screen, or after the reset password form. These banners are useful for showing announcements, system notices, reminders, or links.

How to Create a Banner #

Follow these steps to create and customize a banner:

1. Open the Create Banner Modal #

  • Go to the Panel Banners section
  • Click the Create button
  • A modal will appear with 4 tabs: General, Styling, Link, and Scheduling

2. Fill in the General Tab #

In this tab, set the basic details of the banner:

  • Banner Name: Internal title for your reference
  • Content: The message or announcement you want to show
  • Render Location: Where the banner should appear. You can choose:
    • Top of the header
    • Start or end of any page
    • Before or after login, register, reset password forms
    • Before or after the global search bar
  • Scope: Limit the banner to specific pages or resources if needed
  • Options:
    • Allow the banner to be closed by the user
    • Truncate the banner content if it’s too long
  • Status: Choose whether the banner is active or not

3. Customize the Styling #

Use the Styling tab to change the look of the banner:

  • Text Color
  • Icon and its color
  • Background Color (can be solid or gradient)

4. Add a Link (Optional) #

If you want the banner to link somewhere:

  • Go to the Link tab
  • Set the URL
  • Choose whether it should open in a new tab
  • Select the mode:
    • Make the whole banner clickable
    • Or add a button inside the banner

5. Schedule the Banner #

If you want the banner to show only during a specific time:

  • Use the Scheduling tab
  • Set the Start Time and End Time

Once you’re done filling in the details, click Save, and your banner will be active based on the settings you chose.

Create Banner Demo
Create Banner Demo
Create Scoped Banner Demo

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Panel BannersPanel Banners
Table of Contents
  • How to Create a Banner
    • 1. Open the Create Banner Modal
    • 2. Fill in the General Tab
    • 3. Customize the Styling
    • 4. Add a Link (Optional)
    • 5. Schedule the Banner

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