Your dashboard

The dashboard is your list of files. It's the first thing you see when you sign in, and where you go to find a document, open its analysis, or act on several files at once.

Seeing your organisation's work

By default the dashboard shows your own files and cases. If your role lets you see work across your organisation, a toggle appears at the top of the dashboard with two views:

• My work: files and cases you uploaded.
• All organisation: everything across your organisation.

If you don't see the toggle, your role covers your own work only. See Roles and permissions for how access works.

The file list

Each row is one document. The columns are:

• Thumbnail: a small preview of the file
• Document name
• Policy / Claim number: the reference you gave the case or file
• Document type
• Date & Time: when it was uploaded
• Risk: the risk level Veridox assigned (see Risk levels explained)

To open a file, select its row. This takes you to the case, where you can read the full analysis.

Finding a file

• Search: use the Search box to find files by name, reference, or content.
• Sort: select the Date & Time or Risk column headers to sort by newest or by risk. Sorting is paused while a search is active.
• Pages: use the pagination controls at the bottom to move between pages and change how many rows are shown.

When you have nothing uploaded yet, the dashboard shows a welcome panel with the two upload buttons instead of a list. See Upload your first document to get started.

Working with several files

Tick the checkbox on any row, or the checkbox in the header to select everything on the page. A toolbar appears showing how many files are Selected, along with:

• Compare Files: open two or three files side by side
• Export: download the selected files as a single ZIP
• Clear: deselect everything

See Comparing files and bulk export for the details and limits of each.