The User dashboard is your personalized starting point for your project. It helps you quickly find relevant content, track progress, and stay up to date with project activity.
On the dashboard, you can:
See recent document updates
Track which documents you have viewed
Return to recently opened files
Manage collaboration tasks such as Q&A and Notes
Access useful shortcuts and recommendations
Dashboard header
The dashboard header provides context about your project access and recent activity. The header includes:
Welcome message
Displays a personalized greeting with your name.
Last session
Shows the date of your most recent successful login.
Invited by
Shows the name and email address of the person who invited you to the project.
Select the Copy icon next to the email address to copy it to your clipboard.
If the inviter’s information is restricted, the support team email address is displayed instead.
Newly uploaded documents
The Newly uploaded documents widget helps you stay up to date with recent changes. It displays:
The number of documents uploaded or modified in the last 7 days
A value of 0 if no recent updates exist
Select the Link icon in the widget header to open Newly uploaded.
The counter only includes documents you have permission to view.
The number shown may be lower than the total number of updated documents in the project.
Documents Accessed
The Documents accessed widget shows your document viewing progress.
It displays:
Viewed documents — the number of files you have opened
Total documents — the number of files available to you
This helps you understand how much content remains to be reviewed.
Select the Link icon in the widget header to open the root folder.
Q&A
The Q&A widget highlights unanswered questions that require your attention.
It displays the number of unanswered questions.
Select the Link icon in the widget header to open the Q&A page.
The widget appears only if:
Q&A is enabled for the project
You have a Q&A role, such as:
Question Drafter
Question Submitter
Answer Coordinator
Expert
Answer Approver
If Q&A is not configured or you do not have access, the widget displays information about Q&A availability instead.
More information about Q&A is here.
Notes
The Notes widget shows document notes available to you. Select the Link icon in the widget header to Notes section.
Recently Viewed
The Recently viewed widget lets you quickly return to documents you opened recently.
It displays:
Up to 10 recently opened files
Up to 4 visible at once (depending on screen size)
If you have not viewed any documents yet, the widget is hidden.
Each file card shows:
File type icon (such as PDF or XLSX)
File name
Last viewed time (for example, Last viewed today)
Available Actions
Select the More options (⋯) menu on a file card to:
Download the file
View the file
Print the file
View the activity log
Open the file in Documents
Select the Link icon in the widget header to open:
Quick access → Recently viewed
Recommendations
The Recommendations widget provides quick access to commonly used actions.
Available actions include:
Subscription
Opens the Activity log where you can configure subscription preferences.
Setup notifications
Opens Settings → Personal → Notifications where you can make adjustments as required.
Due diligence
Opens the Due diligence checklist.
Make a suggestion
Opens a suggestion form which you can fill it out.
Activity group widget
The Activity group widget shows document interactions. You can select between your own activity or your group’s activity, and select a time frame.
Time frames you can select from are:
Last 7 days
Last 14 days
Last 30 days
Last 60 days
Last 90 days
The chart includes:
Views
Downloads
Prints
Activity is grouped by day.
Activity scope
Depending on your permissions:
Users with group activity access see totals for the entire group.
Users without group access see only their own activity.
Chart options
You can switch between:
Bar chart (default)
Line chart
The selected chart view remains active during your session.
Tooltips
Hover over a bar or point to see details such as:
Number of actions
Date
(Example: 80 actions, June 7, 2025)
Select the Link icon in the widget header to open the Activity log.