Personalising Your Dashboard

The Dashboard at /dashboard is your home base when you sign into Papyrus. Some of it is fixed; some is yours to tune.

What you see by default

Stat cards: Total Documents, Pending Approvals, AI Accuracy, Storage Used
Recent Documents: your last 5 touched
Pending Approvals: tasks waiting on you, sorted by SLA
AI Activity: documents classified, metadata extracted, embeddings created
Resources welcome card: dismissible once

What you can adjust

Tile preferences

Profile → Settings → Dashboard. Toggle which cards appear:

Stat cards (4 selectable from a list of 8)
Recent Documents (limit: 5 / 10 / 20)
Pending Approvals (sort by: SLA / submission order / value)
AI Activity
Storage usage detail

Default folder

Set your default folder for the “Upload Document” button. New uploads from the Dashboard go there unless you change it during upload.

Default workflow

If you typically apply the same workflow to documents you upload, set it as your default. The workflow runs automatically on uploads from your default folder.

Notification preferences for dashboard

Dashboard notifications (the bell badge on the top bar) honour your notification preferences. Tune what counts as a “notification worth surfacing” under Profile → Settings → Notifications.

What you can't yet customise

The widget layout (drag and drop position) — on the 2026 roadmap
Adding custom widgets via the API — also on the roadmap
The colour theme of the Dashboard (it follows your tenant's white-label config)

Pro tips

Pin a Smart Folder to your Dashboard: any saved search can be pinned as a “card” with the result count visible at a glance
Use the Copilot for status: instead of staring at cards, ask “what's pending my approval?” or “what's overdue today?”
Mobile sync: your dashboard preferences sync to the mobile app, so the experience is consistent