Introduction:
In this help article, we will explain how to change the number of days envelopes stay in your dashboard in Blueink. Customizing the appearance of your dashboard helps you manage and organize your envelopes more efficiently. This guide will walk you through the process of adjusting the time frame for which your envelopes appear on the dashboard.
Changing the Number of Days Envelopes Stay in Your Dashboard:
Step 1: Access the Menu Bar
1.1. Click the menu bar located at the top right of your dashboard.
Step 2: Navigate to Settings
2.1. To make changes for a single user, select "Profile" from the menu options. If you want to apply changes to all users within the account, choose "Account."
Step 3: Customize Dashboard Time Frame
3.1. Locate the section related to the dashboard time frame in the settings page.
3.2. Change the number of days for which your envelopes will appear on the dashboard by selecting a suitable option from the available choices.
Step 4: Save Changes
4.1. After adjusting the time frame, click "Save" to save your changes.
Profile:
Account:
Conclusion:
Changing the number of days envelopes stay in your dashboard in Blueink is a simple process that allows you to customize the appearance of your dashboard and manage your envelopes more efficiently. This help article provides the necessary steps to adjust the time frame for which your envelopes appear on the dashboard.
Need more help? Contact us directly here and our team will be happy to assist you!