Dashboard Shortcuts

Streamline the Feathery dashboard view for teammates by setting up custom dashboard shortcuts.

Custom dashboard shortcuts allow you and teammates to directly access specific Feathery resource (form, AI extraction, document template) views for common workflows. In addition, for teammates with the Viewer role who do not need to edit the configuration of Feathery resources, they will only see the specified shortcuts.

Setting Up Custom Shortcuts

1. Navigate to the Settings tab of your Feathery account, and click on the Shortcuts tab.

2. Add shortcuts that you want Feathery accounts to have access to. If at least one shortcut is specified, a Home tab will appear in the left sidebar that contains all of the specified shortcuts. In addition, for view-only Feathery accounts, shortcuts will appear in the left sidebar as the only visible actions. For each shortcut, you can specify the action type, the specific resource it will navigate to, a custom label, and a custom description to be shown in the viewer Home screen.

3. Click the Save button at the bottom to save your shortcut configuration.

View-Only Experience Example

When a view-only user logs into their Feathery account and viewer shortcuts are set up, they will see a screen similar to below. Each button will do a specific action such as open up a form, navigate to AI extraction results, etc.