The Doc Express Dashboard is an integral aspect of the daily document management workflow. From the Dashboard, you can gain a high-level view of your documents and their statuses. It includes filters to display documents that are ready to transition, past due, or idle. You can filter and export the results of the Dashboard's document tabs. As an agency, the Dashboard also provides an overview of the contracts that are ending soon.
To view your Dashboard, select the Dashboard tab from the sidebar navigation.
Navigate the Dashboard
The Dashboard contains three document tabs, plus a tab displaying contracts if you are an agency user with access to contracts. In this section, learn about the different tabs and the actions you can take within each.
To view a document or contract tab, select it from the top navigation. By default, each document tab will display all of the documents from the selected tab's category within all contracts and drawers until you select a filter.
- Documents ready to transition | Displays documents that are ready for you to transition to the next workflow step, along with their contract name, drawer name, and status.
- Documents past due | Displays documents that are past due for their transition to the next workflow step, along with their contract name, drawer name, and due date.
- Idle documents | Displays documents that have had no activity within a certain period, along with their contract name, drawer name, status, and length of idle time in days.
- Contracts ending soon | For agency users with access to contracts. This tab displays all contracts that are ending within a certain period, including the number of drawers in the contract and its upcoming due date.
Filter the Dashboard
Each of the tabs can be filtered to display only documents or contracts that fit the selected criteria. Filters can be used together to refine your document list and allow for bulk action.
Filter by contract, drawer, favorites, and date range
For the Documents ready to transition, Documents past due, and Idle documents tabs, you can use the contract, drawer, and favorites filters to display only the documents that fit your selected criteria. For the Idle documents and Contracts ending soon tabs, you can also specify a date range.
- Contracts filter | Use the dropdown menu titled All contracts to select from the contracts you have access to. You can select more than one contract to display. The resulting list will display all of the documents within the selected contract(s) that fit the criteria of the current document tab.
- Drawers filter | Use the dropdown menu titled All drawers to select from the drawers contained in your contracts. You can select more than one drawer to display. The resulting list will display all of the documents within the selected drawer(s) that fit the criteria of the current document tab.
- Favorites filter | Use the toggle titled Only show favorites to display only the documents from contracts that you have designated as a favorite.
- Date range filter | Use the date range dropdown filter to narrow the results to within the specified date range. For idle documents, this filter will display results where the last action was taken within the previous week, month, 90 days, year, or custom range; for contracts ending soon, the filter will display contracts that will end within the same selection of date range filters.
Export Dashboard documents
For each of the document tabs, the Export Documents option exports and emails to you an Excel file version of the filtered document results displayed on the tab. The attachment is sent to the email address associated with your account.
The exported file displays the following information for each document in the list. For contracts, drawers, and document titles, the export also includes a hyperlink that takes you directly to the relevant page within Doc Express (requires login).
- Contract name and hyperlink
- Contract description
- Drawer name and hyperlink
- Document title and hyperlink
- Status
- Types
- Date submitted
- Date of last action taken
- Days idle
- Due date