Click Home page
The Home page provides an overview of your recent activity. Here, you can view recently created or edited documents and start recording workflows.
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Shared guide
Understanding the Docufast Dashboard
Docufast dashboard is designed to help you work efficiently from one place.
Help Center
·15 steps·26 views·PublishedDocufast dashboard is designed to help you work efficiently from one place. From here, you can access your documents, manage workspaces, collaborate with your team, and adjust account settings. Understanding how the dashboard is organized will help you navigate Docufast faster and make the most of its features.
Step-by-step guide15 steps
Click Smart Search
Now let's go with Smart Search
Loading screenshot…100%Smart Search Overview
Smart Search helps you quickly find documents, people, or content without typing full queries.
Loading screenshot…100%Library Overview
Now for Library, it is the central hub for all your Docufast content. From here, you can organize, search, manage, and access your guides and documentation in one place.
Loading screenshot…100%Created by Me Overview
And for Created by Me, it shows all documents you personally created. It helps you quickly find your work, manage documents you own, and edit or share your guides.
Loading screenshot…100%Saved Overview
So for the saved section it is where you can find documents or guides you’ve bookmarked or starred for quick access. Use this area to store frequently used documents.
Loading screenshot…100%End-to-End Processes Overview
For the, End-to-End Processes it lets you connect several guides into one shared flow. It helps you document a workflow that spans multiple tools, add decisions that send people down different routes, and keep the whole journey in one place.
Loading screenshot…100%Trash Overview
And for the Trash, it temporarily stores deleted documents. You can restore documents if needed or permanently delete them.
Loading screenshot…100%My insights Overview
Let's now check My Insights. This feature allows you to view your personal analytics and insights within the application.
Loading screenshot…100%All workspaces Overview
And for All Workspaces. This feature allows you to view analytics and insights across all the workspaces you currently have access to.
Loading screenshot…100%Click Invite a team member
Okay, so now, let's select Invite a Team Member. This will open the invitation form, where you can add new collaborators to your workspace.
Loading screenshot…100%Select the Role dropdown
Choose the role this contact will have in the workspace.
Loading screenshot…100%Select your Profile
Select your Profile to change your preferred language, update your name and email, and manage guide narration settings. You can also check your current plan in this section.
Loading screenshot…100%Click Settings button
Now, click the Settings button beside your Profile.
Loading screenshot…100%Settings button Overview
Once you click the Settings button, four options will appear: Notifications, where you can view important updates; Workspace Settings, where you can manage workspace preferences and team permissions; Account Settings, where you can update your personal information and account preferences; and Sign Out, where you can safely log out of your account.
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