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Copilot XD Assistant example questions

Add the general documents or copilot documents widget to a dashboard.

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Written by Onyema Onyejekwe
Updated over a month ago

To add a widget to a PeopleXD dashboard and assign access to your menu profiles:

  1. Navigate to Dashboard Configuration.

  2. Select a dashboard from the drop-down list.

  3. Select a tab from the Dashboard Tabs section.

  4. In the Tab Widgets section search for Document Upload or Copilot Documents.

  5. Enable the Selected toggle.

  6. Click Configure.

  7. Select the menu option access you want to assign from the drop-down list e.g. view access.

  8. Search for the menu profiles that require access and enable the Selected toggle.

  9. Click Save.

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