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StartSmart Personalizing SpringCM

Personalize SpringCM

In just a few mouse clicks you can change many aspects of SpringCM to fit the way you work. Follow these steps to see how you can customize SpringCM:

Step 1: Set the Home Button

The Home Page button, located in the upper left-hand corner of your screen, will take you to the SpringCM page of your choice.

>Learn How to Set Your Home Button.

1. From the GoTo menu click the Preferences tab.
2. In the left-hand navigation pane click the the “General” link section under “My Preferences.”
3. Select the page you'd like from the Home Page drop-down menu.
4. Click the Save button.

Now no matter what SpringCM page you're working in, you can always get back to your home page in a single click.

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Step 2: Set Notifications

You'll never have to manually check with your team members to ensure they're using SpringCM effectively once you set Notifications. You can choose between Real-time Email Notifications and Daily Email Notifications.

  • Real-time Emails notify you immediately when a document is placed inside the folder.
  • Daily Emails provide a summary of all documents added to a folder within a 24-hour period.

>Learn How to Set Notifications

  1. From the GoTo menu click the Documents tab.
  2. Click the folder to which you'd like to add notifications.
  3. Open the Notification menu and choose the notification method you prefer.

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Step 3: Set Your Start Folder

The Default Start Folder is completely customizable, and you can make any folder your Default Start Folder to save time. This is the first thing you'll see when you log in to SpringCM and click on the Documents tab.

>Learn How to Set Your Start Folder.

  1. From the GoTo menu click the Documents tab.
  2. Click the folder you'd like to assign as the Default Start Folder.
  3. From the View menu select Set Start Folder.

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Step 4: Configure Your Dashboard

Your Dashboard provides a custom view of your most important content stored in SpringCM. Perhaps you'd like to see the two project folders that you spend the majority of your time in. Or the folder containing all the company forms. What's displayed is completely up to you. You can add widgets and tabs to your Dashboard any time. Information in the Dashboard is displayed in widgets, and are displayed in customizable tabs.

>Learn How to Add a Widget.

1. From the GoTo menu click the Dashboard Tab.
2. Open the Dashboard menu and choose Add Widget.


  1. Select the appropriate widget.
  2. Click the Save button.

>Learn How to Add a Tab.

  1. From the GoTo menu click the Dashboard Tab.
  2. Open the Dashboard menu and choose Add Tab.

  1. Complete the Name field.
  2. Select the Sharing options.
  3. Click the Save button.

Now that SpringCM is tailored to the way you work, you can get started with our StartSmart guides.

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