How to view team documents on the dashboard?

In BoldSign, you can quickly view important team documents directly from your Dashboard using the Team filter and pin options. This helps you easily access the documents that matter most without navigating through multiple menus.

Follow the steps below to pin team documents to your dashboard:

• Expand the Documents menu from the left panel and select Team Documents.

• You will be taken to the Team Documents page, where documents from all teams are listed.
• To view documents from a specific team, click the Team filter dropdown and select the desired team (e.g., HR, Sales, or Testing).

• After selecting a team, all documents shared with or created by members of that team will be displayed.
• Click the Pin icon at the top of the page. A Pin to Dashboard dialog box will appear.

• Enter a name for the widget and click Save & Pin to add the documents to your Dashboard.

• The pinned widget will now be visible on your Dashboard, allowing quick access to the selected team’s documents at any time.