> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/end-user-and-partner-section/end-user-section/dashboard/dashboard-tools.md).
# Dashboard Tools
The toolbar is beside the dashboard search. Hover over an icon to see its label. On narrower desktop windows, open **More** for additional actions.
| Tool | Use |
| ------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------- |
| Refresh | Reload the list and statuses. A change indicator on the refresh button means newer data is available. |
| Advanced settings (gear) | Open column settings, the keyboard-shortcut reference and the email import log. Organization-wide settings require administrator access. |
| Scan document | Open the scanner dialog when document scanning is enabled and a compatible scanner is available. Choose a device and scan settings before starting. |
| Analytics | Show the dashboard status statistics. Select a status category to narrow the list. |
| Start email import | Start an import using the organization's existing mailbox configuration. This does not configure a mailbox. |
| Export this table | Request a CSV or Excel export when enabled. Save changes to a personal dashboard's columns first; the export reads its saved column configuration. |
| Upload | Open the file dialog, select or drop files, optionally choose Classify As, then start the upload. |
Upload files and optionally choose their document type before importing.
The import log helps you check email imports. Filter it by subject or sender and inspect the available import information. A successful table-export request confirms that the request was submitted; it does not mean that a document was exported to your ERP.
For searching, document actions and saved views, return to the [dashboard guide](/end-user-and-partner-section/end-user-section/dashboard.md).
---
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