Can I pin a document to dashboard?

In BoldSign, the Pin feature allows you to pin documents to the dashboard to quickly access important information about your documents. You can pin individual documents or groups of documents to the dashboard.

Follow the steps below to pin a document:

• Go to the Documents menu and select My Documents.
• Search for a particular document using the Filter option.

• Once the document is found, a pin icon appears at the top of the page.
• Click the pin icon, and a Pin to Dashboard dialog box will appear. Enter the widget’s name and click the Save & Pin option to pin the document to the dashboard.

• You can find the pinned widget in the dashboard.

• To pin a group of documents, click the Advanced search icon in the Search field, specify the criteria, and click Apply Filter.

• Once the documents are listed, a Pin icon will appear at the top of the page.
• Click the pin icon, and a Pin to Dashboard dialog box will be displayed. Enter the widget’s name and click the Save & Pin option to pin the documents to the dashboard.

• You can find the pinned widget in the dashboard.