The Plan Room Dashboard provides public or private users access to certain documents and any files attached to those documents.
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Home Dashboard CapabilitiesHome Dashboard Capabilities
The Home Dashboard is made up of an Inbox part (yellow), a Project List part (green) and a Watchdog Alerts part (salmon). Contacts who are designated as Spitfire users, who
Alert Subscriptions for DocumentsAlert Subscriptions for Documents
While the ability to establish an Alert for a particular document is useful, having to do so for every document of a certain type or for every document routed to a certain
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The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and the filters. Access to the dashboard includes access to the