Child pages
  • How to Manage the Documents Dashboard




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Objectives

  • Display Documents Dashboard

Steps

You can access the Documents dashboard from the main menu, click on Dashboards → Documents Dashboard.

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The Document Dashboard displays useful statistics to provide an overview of the activity and performance of the team.

These graphics showcase Contracts/Documents Received this month, Contracts/Documents expiring this quarter, Contracts/Documents Expiring this month, Contracts/Documents Per status, Contracts/Documents per Party, Contracts/Documents per Value this Year.

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In addition to editing the widget title, you can also change the chart type (Column Chart, Bar Chart, or Semi Pie Chart), filter by date, and delete the widget.

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For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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