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Enhanced Tooltips and Document Requirement Guidance

Portal administrators can now configure enhanced tooltips and inline document guidance to help users better understand data fields and document requirements.

These improvements make the Portal more intuitive by providing clear, contextual explanations without cluttering the user interface.

Enhancements include:

  • Field Tooltips: Available on all input fields within Data and Document tasks, allowing configurators to add concise explanations or context for complex fields.
  • Inline Document Descriptions: Short, always-visible summaries explaining the purpose of each document requirement. Ideal for describing why a document is needed, not what action to take.
  • Document Tooltips: Additional on-hover tooltips can provide extended guidance such as accepted document types, expiry rules, or jurisdiction-specific instructions.
  • Combined Inline Documeent Descriptions + Document Tooltips: Configurators can use inline text for brief guidance and attach a tooltip for detailed information, with Markdown-supported formatting.

User Guide Reference: Configuring User Guidance in the Portal > Tooltips: Data Task User Guide Reference: Using the Fenergo Portal > Field Tooltips