Page Recipes
Documents Page Recipe
Build a complete document management page with search, rollups, tables, and favourites.
Documents4 Web Parts45-60 min (first time)
Overview
This recipe creates a comprehensive document management page with full-text search, recent documents, tabular browsing, and user favourites.
Page Layout
Section 1: Full Width — Document Portal (Search)
Left (50%) — Documents Rollup
Right (50%) — Documents Table
Section 3: Full Width — Favourite Documents
Step-by-Step Setup
1
Create the Documents Page
- Go to Site Contents → Site Pages → + New → Page
- Name the page "Documents"
- Add to site navigation
2
Add Section 1: Document Portal
Add a full-width section for the main document search.
Add web part: Bonzai Document Portal
| Property | Value |
|---|---|
| Title | Document Search |
| Show Refiners | Yes |
| Show Sort | Yes |
| Results Per Page | 10 |
| Title Icon | DocumentSearch |
| Chrome Type | Title and Border |
Document Portal works best as the primary feature in full width
3
Add Section 2: Two Columns (50%/50%)
Add a two-column section for rollup and table views.
Left Column: Bonzai Documents Rollup
| Property | Value |
|---|---|
| Title | Recent Documents |
| Library | Documents |
| Template | Cards |
| Items Per Page | 5 |
| Sort By | Modified |
| Title Icon | DocumentSet |
| Chrome Type | Title and Border |
4
Add Documents Table to Right Column
Right Column: Bonzai Documents Table
| Property | Value |
|---|---|
| Title | All Documents |
| Library | Documents |
| Items Per Page | 10 |
| Show Pagination | Yes |
| Sortable Columns | Yes |
| Title Icon | Table |
| Chrome Type | Title and Border |
5
Add Section 3: Favourite Documents
Add a full-width section for user favourites.
Add web part: Bonzai Favourite Documents
| Property | Value |
|---|---|
| Title | My Favorites |
| Library | Documents |
| Showcase Value | Favorite |
| Title Icon | FavoriteStar |
| Chrome Type | Title and Border |
| Fixed Height | 250 |
6
Publish and Test
- Save and publish the page
- Add to site navigation
- Test document search functionality
- Verify refiners and sorting work
- Test adding documents to favourites
Allow time for search indexing
New documents may take 15-30 minutes to appear in Document Portal search results. SharePoint indexes content periodically, not in real-time.
Document Libraries
This page works with the default Documents library. You can also:
- Create additional libraries for specific document types
- Use managed metadata for better filtering
- Set up content types for categorization
Final Checklist
- ☐ Document Portal search working
- ☐ Refinement filters functional
- ☐ Documents Rollup showing recent files
- ☐ Documents Table displaying with pagination
- ☐ Favourite Documents panel visible
- ☐ Starring documents adds to favourites
- ☐ Page added to navigation