Click the Home link
Clicking the Home link will navigate you to your main dashboard, where you can access your workspace, recent documents, and other features.
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Getting Started with DocuFast Dashboard
In this guide, you'll learn how to effectively navigate the DocuFast Dashboard, from accessing your main workspace to managing documents, users, and notifications.
brian.annanIn this guide, you'll learn how to effectively navigate the DocuFast Dashboard, from accessing your main workspace to managing documents, users, and notifications. Follow the step-by-step instructions to streamline your document management and enhance your workflow within the platform.
Step-by-step Guide19 steps
Click the Library option
Clicking on 'Library' will take you to the section where you can access your saved documents and resources.
Loading screenshot…100%Click the Created by Me link
This action will display all documents that you have created, allowing you to manage or review your content.
Loading screenshot…100%Click the Saved item
Selecting the 'Saved' option allows you to view the content that you have previously saved for quick access within the 'Created by Me' section.
Loading screenshot…100%Click the Trash icon
Clicking the Trash icon will allow you to delete selected items from your saved list in Docufast. This action will prompt a confirmation to ensure you want to permanently remove the chosen content.
Loading screenshot…100%Click the Admin link
Clicking the Admin link will direct you to the administrative settings where you can manage user permissions and application configurations.
Loading screenshot…100%Click here to manage platform users
Clicking this link will direct you to the Platform users section, where you can search, filter, and manage user accounts across the platform.
Loading screenshot…100%Click the Notifications link
Clicking the Notifications link will display any alerts and updates related to your account, allowing you to stay informed about important activities.
Loading screenshot…100%Click the Unread346 button
This action will open your unread notifications, allowing you to review any new documents or updates related to your HubSpot activities.
Loading screenshot…100%Click the Documents button
This action will open the Documents section, allowing you to view and manage your stored documents in HubSpot.
Loading screenshot…100%Click the Team button
Clicking the 'Team' button will direct you to the team management section where you can view and manage team members and their roles.
Loading screenshot…100%Click the Comments button
Access the Comments section to view and manage feedback related to your documents. This section allows you to interact with comments made by team members and track discussions.
Loading screenshot…100%Click the Home link
This action will navigate you back to the Home section of your workspace, where you can view an overview of your documents and activities.
Loading screenshot…100%Click the Home button
Clicking the Home button will navigate you to your main workspace, where you can access your recent documents and other library features.
Loading screenshot…100%Click the 'Created by Me' link
This will display documents that you have authored, allowing you to quickly access your own materials within the Docufast platform.
Loading screenshot…100%Click the Saved span
This action saves your current settings or changes, ensuring that all modifications are preserved. You will see a confirmation that your updates have been successfully saved.
Loading screenshot…100%Click the Trash button
Clicking the Trash button will allow you to remove any documents or items you have saved. Make sure to confirm deletion, as this action cannot be undone.
Loading screenshot…100%Click the Admin section
Upon clicking the Admin section, you will access administrative settings and management options for your workspace. This area allows you to configure user permissions, roles, and other administrative functionalities.
Loading screenshot…100%Click the Creator PlanActive label
This action will activate the Creator Plan, allowing you to access its features. You will be redirected to the settings or dashboard associated with the Creator Plan.
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