Overview

The DocuFast dashboard is designed to help you work efficiently from one place. From here, you can access your documents, manage workspaces, collaborate with your team, and adjust account settings. Understanding how the dashboard is organized will help you navigate DocuFast faster and make the most of its features.

Dashboard Layout

The dashboard is divided into three main sections: Main Menu, Team Documents, and Other Options.

Main Menu

The Main Menu appears on the left side of the dashboard and gives you quick access to your core areas.

Home

The Home page provides an overview of your recent activity. Here, you can:

• View recently created or edited documents

• See important analytics

• Learn more about DocuFast

Workspaces

Workspaces help you organize documents by team, department, or project. From this section, you can:

• Switch between workspaces

• Create new workspaces

• Star important workspaces

Created by Me

This section shows all documents you personally created. It helps you:

• Quickly find your work

• Manage documents you own

• Edit or share your guides

Saved

Saved documents are guides you’ve bookmarked/starred for quick access. Use this area to:

• Store frequently used documents and automatizations

• Return to important workspaces

Insights

Insights show your documents and automatizations statistics. Switch between your insights and team insights. Here, you can:

• Track views and engagement

• Identify popular documents

• Improve content based on usage data

Team Documents

Team Documents contain shared content across your workspace.

All Documents

Displays every document available in your workspace.

Automatization

Automatizations include documents generated automatically by DocuFast. From here, you can:

• View automated workflows

• Manage auto-generated documentation

  
  

  

Trash

Trash temporarily stores deleted documents. You can restore documents if needed or permanently delete items.

Other Options

These options help you manage your subscription, workspace preferences, and account details.

Upgrade to Pro

Upgrade your plan to unlock advanced features. Here you can view available plans as well as upgrade your subscription.

Workspace Settings

Workspace Settings control how your team collaborates. Use this section to:

• Manage workspace members

• Set roles and permissions

• Customize workspace preferences

Account Settings

Account Settings apply to your personal profile. Here, you can:

• Update your profile details

• Change your password

• Manage security settings

Profile Picture Menu

Your profile picture at the top right of the dashboard provides quick access to key actions. Clicking it allows you to:

• Open Account Settings

• Manage Billing

• Log out of your account

  

Notes & Tips

• Use Workspaces to switch between workspaces

• Save frequently used guides for quick access

• Review Insights to improve documentation quality