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Dashboard Overview

Purpose

The dashboard is your home page in EisenVault One after you sign in. It summarizes document activity you can access and gives quick entry points to lists, previews, and personal widgets.

Regular users and system administrators both open Dashboard from the left navigation at /dashboard. EisenVault One shows the dashboard that matches your permissions:

  • Regular user dashboard — personal metrics and widgets for documents you can view.
  • System administrator dashboard — organization-wide metrics, charts, and admin shortcuts. See the System Administrator Dashboard Overview if you have the Sign in to Admin Portal permission.

Prerequisites

  • You are signed in to EisenVault One.
  • You can open Dashboard from the left navigation.

Before You Begin

The regular user dashboard has two layers:

Overview cards

The Overview row at the top shows five metric cards:

Card What it measures Uses date range?
New Documents Documents uploaded in the period Yes
Updated / Modified Documents changed in the period Yes
Expiring Soon Documents expiring in the next 30 days No
Categorized Documents with a custom category Yes
Uncategorized Documents on the default category Yes

Click a card to open its full list. Most overview counts follow the date range control in the dashboard header. Expiring Soon always uses a rolling next-30-days window (UTC).

Widgets

Below the overview row, widgets (also called dashlets) show live lists and summaries:

Widget Topic guide
Recent Activity Recent Activity
Reminders & Expired Reminders & Expired
Document Categories Document Categories
Duplicate Files Duplicate Files
Frequently Accessed Frequently Accessed
Bookmarks Bookmarks
My Subscriptions My Subscriptions

Some widgets (for example Shared Files, Workflow Activity, and Tags) may be hidden in production deployments.

Use Manage Widgets beside the Overview heading to show or hide widgets. See Moving Dashlets Around to reorder cards and widgets.

Open the Dashboard

  1. Sign in to EisenVault One.
  2. In the left navigation, click Dashboard.
  3. Confirm the subtitle Your document management overview.
  4. Optionally set the date range above the overview cards, then click Apply Filter.

Example Walkthrough

The screenshots below use a demonstration tenant. Names, email addresses, and file titles are redacted.

  1. After sign-in, EisenVault One opens the dashboard. The Overview row and widget grid summarize your accessible documents.

    User dashboard with overview cards and widgets

  2. Use the date control when you want overview counts and date-driven lists to reflect a different period.

  3. Click any overview card or a widget header (where supported) to open the matching detail page. Use Back on list pages to return here.

Expected Result

  • The dashboard loads with overview counts for your selected date range (except Expiring Soon).
  • Widgets show recent lists or empty states when no data exists in the window.
  • Overview card order, widget order, and widget visibility persist for your user profile.
  • Clicking cards and supported widget headers opens drill-down list pages.