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Personal document dashboards

When documents are traditionally stored in folders, you will always have to search for a document yourself, but what if only the documents that are important to you were displayed? You can do that with personalised document dashboards.

Why are personal document dashboards important?

The growth in the amount of documents and information that knowledge workers have to work with thunders on. Never before has this 'data mountain' been so large, and people are spending more and more time searching for the right information or the right document.

As the amount of documents and information grows, so does the amount of documents that are irrelevant to you personally. And that, in turn, creates more lost time.

How nice would it be if only information and documents relevant to you personally were shown? That's something you can achieve with personal dashboards.

What are personal document dashboards?

In M-Files, it is possible to create personal dashboards that show overviews (listings) of only relevant information and documents for a particular person.

Personal dashboards are created using the metadata of documents. They are enumerations of objects (information, tasks, documents, projects, files, etc.) based on a filter.

As you can imagine, metadata gives unlimited possibilities in creating personal dashboards.

The possibilities of personal document dashboards

Because M-Files is metadata-driven, every conceivable enumeration of objects is possible in a personal dashboard.

The dashboards can be enumerations of documents, tasks, projects, files, machines, locations, people, etc. based on a metadata filter.

Some examples of views in a personal dashboard:

  • My projects from period X
  • Tasks I need to perform
  • Contracts I have to approve
  • Security checks just carried out
  • Files that are incomplete

The benefits of personal document dashboards

Don't miss anything

Personal document dashboards ensure that, for example, all documents and tasks that require your attention are clearly displayed. As an organisation, this prevents people from forgetting their tasks because employees are proactively informed.

Better planning

Because an overview immediately shows which actions still need to be done, it is much easier to plan these actions.

Enforce tasks

As an organisation, personal document dashboards give a grip on tasks that need to be enforced.

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