How to View Company Dashboard at Glance.

How to View Company Dashboard at Glance.


  1. Company’s Alias name as mentioned in Company Profile.
  2. No. of files uploaded in the Records page and total space utilized.
  3. Navigate to Records Page.
  4. No. of files uploaded in different folders in Records page.
  5. Status of Activities created.
  6. Navigate to Action Tracker Page.
  7. List of pending Activities.
  8. Export list of pending activities in excel format.
Please note on every Change in the Dashboard from Blue to Amber or Amber to Red or Red, a mail trigger is sent to the users who are authorized by the Company Admin to receive e-mails alerts/ reminders.
Editor and Drafter role will have access only to the specific folder/activity that Admin has given access to.