1. Access the dashboard
To start, you'll need to access the dashboard where you can manage and add widgets. This section explains how to locate and open the dashboard.
1.1. Open your account and navigate to the Dashboard.
2. Add a new widget
This section guides you through adding a new widget to your dashboard. You'll learn how to access the widget options and add the one you need.
2.1 Select the Add Widget option
2.1.1 Locate the "+ Widgets" symbol on your dashboard, in the top right of the screen.
2.1.2 Click the "+ Widgets" symbol to open the widget selection menu.
2.2 Choose the Expiring Documents widget
2.2.1 Scroll through the list of available widgets.
2.2.2 Select the Expiring Documents widget from the options.
3. Finalise the widget setup
3.1. Once you select the widget, the banner will change to "Active".
3.2.1 Check your dashboard to ensure the Expired Documents widget appears.
FAQs about accessing and managing the dashboard
1. How do I access the dashboard to manage widgets?
To access the dashboard, open your account and navigate to the main menu. From there, select Dashboard from the available options.
2. Where can I find the option to add a new widget?
Locate the "+ Widgets" symbol on your dashboard.
Clicking this symbol opens the widget selection menu, allowing you to add new widgets.
3. How do I add the Expired Documents widget to my dashboard?
To add the Expired Documents widget, scroll through
the list of available widgets in the widget selection menu. Then, select Expiring Documents widget.
4. What should I do after selecting a widget?
The banner will change to "Active". Check your dashboard to
ensure the widget appears as expected.
5. Can I customise the widgets on my dashboard?
Yes, you can customise your dashboard by selecting, adding, and arranging widgets according to
your preferences. Use the "+ Widgets" symbol to access and manage widgets.
6. Can I track already expired documents?
No, the widget will only show documents expiring in the next 30 days.