How To and Troubleshooting
The Dashboards interface allows you to easily manage all the dashboards created in Document Portal or Resource Portal. You can download or delete dashboards, search for any specific dashboard, or sort the header information alphabetically or by the latest date by clicking on the specific header.
In addition, you can edit the document permissions and categories.
Navigate to Documents > Dashboards.
Click the Download button to save the dashboard on your system. The downloaded dashboard is saved as a .dbd file.
In the Permissions dialog that appears, set the Action option to any of the following options based on your requirements.
Select the sharing permission which you want the roles to have on the selected documents -
Select categories icon to edit dashboard categories