Customize Your Dashboard
Each user of TransactionDesk can personalize their view of the transaction dashboard to make it as meaningful as possible. When you customize your view, it does not affect any other user's view of transactions. It does, however, define the view you see for every transaction.
Steps
Navigate to an existing transaction, or create a test transaction you can use to customize your transaction
Open the transaction. The transaction dashboard is displayed.
Click the lock icon to unlock the transaction dashboard widgets. The widget tray opens. You can drag and drop widgets onto the dashboard as desired. The blue widgets are shortcuts. The green widgets (to the right) provide at-a-glance summaries of information. You can use as many of the blue widgets as you like. You can use a maximum of six of the green widgets in your dashboard.
Review the available widgets and determine what information will be most useful for you to see in the transaction dashboard. For example, if you use checklists as part of a template, you probably want to use the Missing widget (Checklist items not uploaded) so you can see at a glance which tasks are not yet done.
Drag and drop each widget onto the highlighted space in the dashboard. In the following example, the Overview (Details Overview) widget is included, to show a summary of the key details of the transaction, and provide a link to all details, if required.
Continue to drag and drop widgets until you see the key information you require on your dashboard. Be sure you select the widgets that will be helpful for the majority of your transactions. For descriptions of the Transaction dashboard widgets, see the Transaction Dashboard Widgets table below.
When you are finished selecting widgets for the transaction dashboard, click the lock button to lock the dashboard configuration so you do not change it accidentally.
Transaction Dashboard Widgets
Widget Name | Icon | Description |
Start Signing | | A shortcut to create a new signing. |
Start a New Form | | A shortcut to create a new form |
Documents | | A shortcut to the list of documents attached to the transaction. |
Document Upload Now | | A shortcut to upload one or more documents to this transaction. |
Email Documents | | A shortcut to email one or more documents attached to this transaction to a recipient email address. |
Fax Documents | | A shortcut to fax documents or forms attached to this transaction. |
Add Call Log | | A shortcut to add a call to the call logs for this transaction. |
Title Order | | A shortcut to the Title Order tab of the transaction. |
Detail Overview | | A shortcut to view a summary of the transaction details. |
Contacts | | A shortcut to the list of contacts for this transaction. |
Checklist Item Status | Provides a summary list of checklist items for this transaction, and their status. Click on a checklist item to go to the item. Click on the icon next to the checklist item to remove the item from the review queue, which changes the status of the item. | |
Checklist Items Not Uploaded | | Provides a summary list of checklist items for this transaction that have documents that have not yet been uploaded. Click on the upload icon next to the checklist item to upload the specified document. |
Authentisign | | Provides a summary list of signings for this transaction, and their associated status. Click on a signing name to go to the signing. |
Most Recent Forms | Provides a list of the most recently updated forms for this transaction. Click on the name of the form to open the form. Use the More Options menu to the right of the form name to access the forms menu directly. | |
Forms | | Provides a list of the forms for this transaction. Click on the name of the form to open the form. Use the More Options menu to the right of the form name to access the forms menu directly. |
Documents | Provides a list of the documents for this transaction. Click on the name of the document to open the document. Use the More Options menu to the right of the document name to access the documents menu directly. | |
Rejected Document Reviews | | Provides a list of the documents for this transaction that have been rejected by their reviewer. |
Important Dates | | Provides a summary of the key dates for the transaction, such as the listing date, offer date, acceptance date, and closing date. |
Notes | | A shortcut to the list of notes for this transaction. You can quickly add or remove notes from this widget. |
Tasks | | A shortcut to the list of tasks for this transaction. Click on the name of a task to open the task. |
Completed Tasks | | A shortcut to the list of completed tasks for this transaction. Click on the name of a task to open the task. |
Call Logs | | A shortcut to the call logs for this transaction. |
Home Warranty | | A shortcut to the Home Warranty tab of the transaction. |
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