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Document Descriptions on Audience Dashboard

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

Hervin Cabico avatar
Written by Hervin Cabico
Updated today

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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