Use the Finder web part to help employees find Forms and Templates right within the page.
To use this web part add it to any of your SharePoint sections:
When you first add the Finder to your page you will need to open the web part properties, and give it the name of the source library where documents will come from:
You can pick several libraries on the same site, like this:
If your library has folders, they will show up below the search box like this:
You can even tell Finder to only show one folder in a library.
In the screenshot above, we made it so only Agreements folder will be shown from legal.
When employee clicks on the folder or uses the search box, the results will be displayed like this:
Enabling quick previews on documents
You can make it so users can see a quick preview of the document before deciding to open it.
To enable that, simply toggle setting in the web part properties:
As a result your users will see this when hovering on the document:
Users can close the preview or expand it and view it in the new browser tab.
Styling your web part
To set the searchbox placeholder text, change the Searchbox Prompt web part property:
You can also choose the font size for your folder tiles in case your folder names have long names and don’t fit into the tile:
And, finally, you can define custom tile colors by adding them to the “color bank”:
NOTE: If you have more folders than color definitions in the “color bank”, the web part will use ORIGAMI pre-defined colors for the rest of the folders.
Adding a link
If you need the Finder to open a link instead of a file, you can create a link inside the document library like this:
If you do not see the option to Add Link to Document, you need to first do these quick steps on the document library: Disable Document Preview for SharePoint Links
That’s it, the app will recognize this is a link and behave appropriately.
Do you have more than 5,000 documents in your library?
Due to limits in SharePoint Online, if you have more than 5,000 items in your document library you’ll have to split them in separate libraries for the Finder to pick them up.