How to Customize the Dashboard (New Version, Coming Soon)
You can customize your dashboard with widgets that best suit your needs and business. These widgets provide a better overview of your documents and their activities, allowing you to stay informed and organized.
Note: The widgets will only show data related to the documents you have access to. If a team member shares their documents with you, their activities will also be reflected in your widgets.
How to Customize Your Dashboard:
- Go to the Dashboard.
- On the top right corner of the dashboard, click the small blue dashboard icon.
- A list of different types of widgets will appear. You can choose to enable or disable widgets based on your preferences.
- Switch the widgets on or off depending on which ones you want to see or hide.
Tip: Personalize your dashboard by dragging and rearranging widgets to create a layout that fits your workflow perfectly.
This allows you to create a personalized and efficient dashboard tailored to your workflow!