Customize Your Dashboard with Featured Documents

As an admin, you can customize your platform's Dashboard by choosing which documents and folders are featured. This lets you prioritize the most important information for your team.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, go to the Featured Documents section in the left sidebar.

Add a Featured Document

• Find the folder or file you wish to feature within the Documents or Shared with workspace sections.
• Select + Feature through the three-dot menu of the file or folder.
• The item is added to the Featured Documents section.

View and Manage the Order

The system displays a list of all currently assigned featured folders and files.

Reorder

Drag and drop items within the Featured Documents list to reorder them. The top 6 items are marked as "pinned" (✅) and are the ones shown on the Dashboard.

Delete

Select an item from the list and click Delete through the three-dot menu.

Note: If you delete one of the six featured documents shown on the Dashboard, the system will not automatically promote another document to take its place. The Dashboard will simply show fewer documents, even if more featured documents are available.