Certain features can be accessed regardless of the workspace you're using, and they are located on the main dashboard and navigation bars.
My Requests can be enabled to show a summary of any requests you have sent for file signature requests, file approval and read requests, form submission requests and Information requests.
My Portfolios allows you to set up and manage portfolios for better visibility of Tasks, Information requests and Form submissions across multiple workspaces.
The side navigation bar
The side navigation bar automatically expands when you hover your mouse over it and gives users quick access to the following areas:
Dashboard: A quick link to return you to the main dashboard of your account.
My Tasks (optional): A page that is dedicated to any tasks that have been created or assigned to you, regardless of the workspace they originate from
Public Workspaces (optional): This link points to a directory of Public Workspaces; if any have been created.
MY WORKSPACES: This section lists any workspace you're a member of.
If you prefer your side navigation bar to be permanently expanded, click the pin icon.
The top navigation bar
In the center of your top navigation bar is the global account search. To the right, you will see your profile picture (or initials) and several icons.
Click on your profile picture (or initials), and several options are available from the drop-down menu. The 'Account Settings' link will only appear if you are an Account Administrator.
The 'Notification Center' icon expands to display a list of your most recent notifications and alerts. If you have any unread notifications, a red counter displays the number on top of the icon.
The 'History' icon will display a list of your most recently visited items.
The 'Favourites' icon will display a list of any files that you have bookmarked for quick access.
The 'Add' icon offers users an easy way of adding content without navigating away from the page you are working on.