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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:

  1. Go to the Dashboard.
  2. On the top right corner of the dashboard, click the small blue dashboard icon.
  3. A list of different types of widgets will appear. You can choose to enable or disable widgets based on your preferences.
  4. 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!