What all actions can be performed in dashboard?

  • Dashboard will contain action icons against each record. You will find the action icons in the list grid under “Actions” column
  • Using those action icons, user will have the ability to take actions by clicking those icons
  • Following are the actions that can be performed in dashboard,
    • View document
    • Download
    • Comment
    • Share
    • Signing order (i.e., view signing hierarchy)
    • Mark as Inactive
    • Tag category (i.e., tag to a workflow)

Note: respective action icons will be visible to the users based on the document status.

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