Dashboard Access

To access your dashboard :

In the next window, you will find the different sections of the dashboard

Tasks to be addressed

The following interface shows the list of tasks assigned to you

You can reorganize your list using different tools:

Search on the name of a task:

Click the search icon to initiate an instant search on the name of a task in the list:

Filter tasks:

You can filter your tasks by customizing the filters:

To do this :

Click the filter button which is located at the top right of the interface.

Click on the ” customize filters »

An interface is displayed with the different filters :

You can filter your tasks by applying the following filters:

Sort tasks

Different sorting options are available. You can sort by the name of the task, the action, and the due date.

Contains the number of documents filed

Contains the number of notifications triggered when actions are performed on folders, documents, and Added Comments

This interface also allows you to access the :

By clicking on this option, you will have a list of the most recently viewed documents already set up beforehand at the customization step.

Clicking on this option will display a list that contains the most recent searches performed.

In this section, you’ll find the buttons you’ve already customized in the Dashboard Customization step (to view tasks/to search for content)

Validated tasks: by clicking on this button you will find the list of all the documents you have validated.

Supplier invoices : by clicking on this button you will find the search list