Configuring Your Dashboard

Configuring Your Dashboard


You can easily configure the elements on your dashboard so that they are tailored to your needs. This way, you can access the information you need instantly from your homepage. 

  1. 1. Click on your username located in the top right corner. Select Personal Settings.  

 

  1. 2. Under General, scroll down to Dashboard Details. 

  1. 3. You can toggle elements on and off and put them in the order you prefer by dragging and dropping. 


  3. Note: For optimum usage, we recommend including Recent Calls, Recent Tasks, Scanned Items, Recent Files, New Emails on Files, Favourite Links, Favourite Files, and Item Attention on your dashboard.

  4. 4. When finished, click Save.





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