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The Home Tab

The Home tab is the first screen you see when you log in. It gives you a quick overview of your workload and shortcuts to common actions.

My Overview

Shows tiles for: Intray documents (the number of documents in your default intray, click to go to the Intray), Documents in progress (documents you currently have open for editing, click to go to Work in Progress), and Tasks (tasks assigned to you or your groups, click to go to your task list).


Quick Links

Shortcuts to common actions including: Added Yesterday (opens a search filtered to documents added the previous day), Add Documents, Add Link, Create Document, What's New (takes you to the Discover tab), and Mobile App (opens the Virtual Cabinet Go setup window with download links and a QR code to link your mobile device).


Insights

A summary of your recent activity: Intray documents older than 7 days, tasks completed in the last 30 days, file types you have added in the last 30 days, and documents published to the Portal in the last 30 days.


Recent Documents

Shows thumbnail previews of the last documents you opened. Click any thumbnail to reopen it. Right-click for additional document actions.


Saved Searches

Frequently used searches can be saved and accessed from the Home tab. Saved searches are private to each user. To delete one, right-click it and select Delete.

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