The Document Dashboard includes the following blocks: Document Statistics, Document Activity, My Starred Documents, My Created Documents, Most Viewed, Most Starred, Recently Updated Documents, Product Documents, Project Documents, and Recent Updates. It also supports customizing which blocks are displayed.

1. Assign Permissions

First, you need to assign the required permissions for dashboard-related operations.

Go to Admin > User Management > Permissions, and in the Document Management section, assign the appropriate permissions. Permissions can be configured flexibly based on actual business needs.

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2. Dashboard Blocks

2.1 Document Statistics

This block displays key metrics, including All Documents, Updated Today, Created Documents, Views, Stars, and Edited Documents.

Clicking Created Documents opens the full list in My Space > My Created.

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2.2 Document Activity

This block shows activity records such as Create, Edit, Star, Unstar, and Save as Draft, along with the operator’s name and timestamp.

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2.3 My Starred Documents

This block shows the most recent 6 starred documents, including document name, last modified date, and the update time range.

To view all starred documents, click More in the block and open My Space > My Starred.

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2.4 Recently Updated Documents

This block shows the most recent 6 updated documents, including document name, last modified date, and the update time range.

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2.5 Product Documents

This block displays documents by product. You can filter to view documents under products you participate in, or choose to view documents across all products.

Click More in the block to go to the Product Space.

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2.6 Project Documents

This block displays documents by project. You can filter to view documents under projects you participate in, or choose to view documents across all projects.

Click More in the block to go to the Project Space.

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2.7 Most Viewed

Displays the titles of the top 6 documents with the highest view counts, along with the number of views.

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2.8 Most Starred

Displays the titles of the top 6 documents with the highest star counts, along with the number of stars.

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2.9 Common Block Actions

All blocks support Refresh, Edit, Hide, Permanently Close, Add Block, and Restore Default.

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