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Pin the statistics to Dashboard

Mon, 28 Jun, 2021

  • You can pin Document statistics to the dashboard for easy use. There is also option to pin Bulk Links to dashboard.

    Pin Documents to Dashboard:

  • Click My Documents to open list of documents.

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my documents page

  • Select filter button in the search box to open filter options.

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  • You can add specification to the filter such as Sent documents or Received documents or Both.

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  • There is option to filter based on different statuses of the document such as Waiting for me, Waiting for others, Needs attention, Declined, Completed, Revoked, and Expired.

status dropdown

  • There is option to filter based on sender or receiver or using a date range such Today, Yesterday, and so on.

sent by

sent between dropdown

  • After filtering the documents, a pin button appears on top of the page.

pin button

  • When clicked, Pin to Dashboard dialog box open up and requests a name for the widget with filtered list. Enter the name to save and pin the widget to the dashboard.

pin to dashboard

widget name

Pinned Documents Widget options:

  • You can find the pinned widget in the dashboard.
  • You can easily open the pinned statistics to view the filtered documents using View Filter.

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filtered documents

  • You can rename the widget and also delete it using the menu button.

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pinned documents options

  • To pin bulk links to dashboard, click My Bulk links.

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  • Click the menu button of the bulk link and select Pin to dashboard.

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  • Now the bulk link appears as a widget in the dashboard. Click View Bulk Link to open the bulk link overview page.

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bulk link overview page

  • You can also view the document using View Bulk Link Documents option of menu button. You can delete the widget using Delete widget option.

registration link options

bulk link document opened

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