Homepage Panels

You can easily track activities related to you and centralize information that was previously scattered across different systems.

The homepage panels allow you to:

• Create a panel with information relevant to you

• Create tracking panel on your homepage listing documents

Typically, depending on their role, users frequently create panels to:

• List the latest filed documents concerning them.

• List documents to be filed (especially those arriving via a shared inbox).

• List the latest received emails.

By default, the following panels are available:

• Upcoming events: displays the flows assigned to you

• Recent documents

• Recent projects

Adding a homepage panel

This procedure will guide you through the steps to create homepage panels.

• Click to create a new panel

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• Select panel filters

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  1. Select one of your contacts
  2. Select one of your projects
  3. Select the document type
  4. Enable sorting results by filing date
  5. Choose a folder to only display its files
  6. Change the name of your panel
  7. Click to create the panel

Panel actions

1. Click to open the dropdown options

2. Position in the list: This allows you to configure your view as you wish by selecting where the panel will appear.

3. Edit this table: Modify the filters, name, or sorting of the selected panel.

4. Delete this table: Remove the panel

Practical examples

Display recent emails received in specific mailboxes

1. Select Document type → "Emails"

2. Select the Folder where your emails are stored by default.
   To learn how to set up your email folders, see Configure emails.

Display documents recently filed by Owner

1. Select the Owner

2. Enable Sort by filing date