Dashboard Configuration

The first time you login to Docuphase Pro you will be directed to your dashboard which will look like this.

This space can be configured to provide valuable information in one easy to find place.

You can do this by selecting the Dashboard configuration button in the upper left portion of your screen. 

Clicking on this button will bring up the following table:

The first drop down menu allows you to choose the layout of your dashboard

The second drop down menu "Select Widget" allows you to choose what kind of information populates the layout selected.

Available Space will show the space left to be used within Docuphase

Cabinet List will show a list of cabinets, this is particularly handy because a user can click on a cabinet in this list and be directly taken to that cabinet within Docuphase.

Inbox View will show a list of documents sitting in the user's inbox, clicking on a document will bring you directly to in within your inbox

Workflow Tasks will show all work flow tasks assigned to that user

License Usage will show who is logged on and how many available licenses are left.

User Open Items will show each user in the department and the number of items opened.

Document Type Open Items will show open items by document type

The last column allows you to designate which widget populate which column

To configure your dash board, select layout, then widget, then designate which column and click the add widget button.

The dashboard is highly configured and can be unique to each user but a populated dashboard may look something like this.