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Document Descriptions on Audience Dashboard

Describe a document to help users understand what it is at a glance

Diane Marshall avatar
Written by Diane Marshall
Updated over 2 months ago

Each Document can include an optional description that appears on the Audience Dashboard, making it easier for employees to understand what a document is about.

Adding a Description

From your Home page or within the Document Library, hover over the document for which you want to add a description, then click the "Edit Settings” icon (far right of the screen):

Click the Edit button next to Description, add a short, clear description, then click Save.

Best Practices

  • Keep descriptions brief (a few words or a single short sentence).

  • Use plain language to aid clarity.

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