Dashboard Overview

Dashboard Overview

Dashboard of an Admin User

  1. The Dashboard of an admin user will have an overview of all the documents processed within the company.

  1. The overview of all the documents created by the admin user will be displayed just below the company documents across all the document types.

  1. By clicking on the card corresponding to the document type or document status the user can directly access that document screen.

Dashboard of a General User

  1. For a General User, the cards in the dashboard will be displayed based on the roles which are mapped to them in the company.

Awaiting Actions

  1. In Awaiting Actions card, the count of documents across all document types which are awaiting action from the user will be displayed.


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