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Setup & Operations

Dashboard Overview

See how the dashboard pulls document counts, open tasks, and overdue reviews into one command center you can read at a glance.

What this demo covers

  1. 1

    Read the stats cards: total documents, documents under review, pending approvals, and overdue items.

  2. 2

    Follow the activity feed to see who changed what, and when, across every project you can access.

  3. 3

    Review your task list and jump straight from a task to the document it belongs to.

  4. 4

    Use the quick navigation to move to any project, register, or workflow in a couple of clicks.

Read the documentation