How often do you go to the Catalog tab and search for the same files or documents that you searched for last week? If you are working cross-projects and searching for the same info time and time again, it’s time to get organized and create your own additional pre-filtered Catalog dashboard.

In this webinar, we’ll discuss:

Creating an additional Catalog Dashboard

Always Display – or allow users to open it when they need it
Decide who has access to this new Catalog Dashboard
Configure columns for displayed info

Examples

Training Material
Customer Bids
Accounting docs – Pay Requests to be approved

 

Download:

Recording

 

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