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See Document Vault Files on the Reporting Dashboard

Contents

Introduction

You can use the Documents Reporting dashboard widget to see an at-a-glance summary of recent documents within your clients' accounts.

With the Documents dashboard module added, you can do the following: 

• See documents you posted, those posted by your client(s), or both.

• Customize the number of documents listed.

To learn more about creating and managing dashboard views in general, see Create and Share Dashboard Views.

For more information on customizing your dashboard, visit Working With Dashboard Modules.

To learn more about the document vault, see Introduction to the Document Vault.

Add the Dashboard Widget

To add the Documents widget to your dashboard, follow these steps:

1. Click on the menu bar to open the Dashboard page.

2. On the Dashboard page, click Add Report.

   

3. In the Choose a report list, choose Documents.

   

4. Click Add.

5. Complete the following settings:

   • Report Name

   • Show Last X Documents That Were Posted By/To Me

6. Click Apply.