My Workspace

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My Workspace

My Workspace

The My Workspace allows users to easily access their tasks, files & folders required on the regular basis.

 

Tasks Calendar - View document tasks, personal tasks and workflow tasks at a glance.
 

Manage Favorites

oFavorite Folders - A list of folders located throughout Docsvault that the user has flagged as favorites.

oFavorite Files - A list of files located throughout Docsvault that the user has flagged as favorites.
 

Public Links

oShare Links -  View a full list of existing Public Shared Links from this section

oRequest Links -  View a list of documents collected from non-Docsvault external users

oSignature Request  - View and manage signature requests
 

Recent Documents - Displays a list of user's recent documents from any location within the system.

oCreated: Shows files recently added by the user.

oModified: Shows files recently edited or overwritten by the user.

oAccessed: Shows files recently opened by the user.
 

Checked out documents - A list of documents the user has checked out for editing from the system.

Users can set their preference to make this node visible from Tools > Others.

 

tip Tip:

 Users can add frequently used nodes from 'My Workspace' to their Favorite toolbar in the desktop client for one click access.