Dashboard

📊 Dashboard Overview

The main eDocuments dashboard provides real-time insights into the status of all uploaded documents.

🎥 Video Tutorial 👇👇

[Dashboard ]

✅ What You’ll See:

• Total Uploaded – All stored documents across the platform

• Expiring Soon – Documents approaching their expiry date

• Expired Documents – Items that are already out of date

Recent Documents List – Table view with:

• Employee Name

• Document Name

• Expiry Date

• Status (e.g., Valid, Expired)

• View / Download buttons

🛎️ Reminder Configuration

Set up automated reminders to ensure you never miss an important expiry date.

🔧 How to Set Reminders:

1. Go to the Settings (gear icon)

2. Choose channels to send alerts:

   • Email ✉️

   • SMS 📱

   • In-App Notification 📲

3. Toggle when reminders are sent:

   • 120 / 90 / 30 / 7 / 2 days before expiry

   • 2 days after expiry (for follow-ups)

4. Add additional recipients (e.g., HR, admin) to receive alerts.

5. Use the Send Now button for instant notifications.

✅ Tips

• Upload key docs like Visas, IDs, Proof of Work, or Licenses here

• Turn on multiple reminder timings for higher-risk documents

• Always include a backup email for critical alerts

❓ Common Questions

Q: Can I track expired documents across all branches?
A: Yes, the dashboard shows a global view of expired or expiring files.

Q: Who gets the reminders?
A: Admins, document owners, and any extra recipients you’ve manually added.

Q: Can I export document records?
A: Yes, use the export button on the dashboard to download data in Excel.