Customize the Active Documents Home Page

Active Documents : Active Documents Dashboard : Document Volume by Partner Reports : Customize the Active Documents Home Page

Customize the Active Documents Home Page

You can customize Active Documents tab to display the Dashboard, Search page, or Saved Search page whenever Active Documents opens.

To customize the home page

1

Click at the top of any Active Documents page.

2

Select the default view from the My Home Page dialog box.

The page refreshes and opens to the default home page view.

16.2 release. Updated October 23, 2016

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