> ## Documentation Index
> Fetch the complete documentation index at: https://docs.featpaper.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What's New in Dashboard 2.0

> Key changes to know when transitioning from the old dashboard to the new dashboard.

FeatPaper has transitioned from a user-based dashboard to a space-based dashboard. Team collaboration, document management, and customer data collection have been completely redesigned, and new AI Analytics capabilities have been added.

## At a Glance

| Feature            | Old (1.0)                        | New Dashboard (2.0)                                |
| ------------------ | -------------------------------- | -------------------------------------------------- |
| Lead Form          | User-level, applied globally     | Per-document settings, centrally managed templates |
| CTA Settings       | Configured individually per user | Configured per space member                        |
| Folder Permissions | Not available                    | Separate Editor / Viewer permissions               |
| AI Analytics       | Not available                    | AI-powered document insights                       |
| Architecture       | User-based                       | Space-based team collaboration                     |

<Tabs>
  <Tab title="Old Dashboard">
    <Frame caption="Old dashboard main screen">
      <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v1-dashboard-overview.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=0864a9c8b863cddf61363d240435d61a" alt="Old Dashboard" width="2960" height="1646" data-path="images/en/v1-dashboard-overview.png" />
    </Frame>
  </Tab>

  <Tab title="New Dashboard">
    <Frame caption="New dashboard main screen">
      <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v2-dashboard-overview.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=be722cac7d1355537bf4199b7bcbe98f" alt="New Dashboard" width="1440" height="900" data-path="images/en/v2-dashboard-overview.png" />
    </Frame>
  </Tab>
</Tabs>

***

## How to Switch Dashboards

### Old Dashboard → New Dashboard

Click the dashboard switch icon (the first icon) in the top header of the old dashboard. If you have not switched yet, a red notification dot will be displayed.

<Frame caption="Switch icon in the old dashboard header">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v1-dashboard-header.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=8eb4da0dccfc80558160434e1b19b5e4" alt="Old Dashboard Header" width="1440" height="120" data-path="images/en/v1-dashboard-header.png" />
</Frame>

### New Dashboard → Old Dashboard

Click the **Back to legacy dashboard** button at the bottom of the new dashboard's sidebar.

<Frame caption="Old dashboard button at the bottom of the new dashboard sidebar">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v2-sidebar-back-button.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=0d2a79165587723d2205c3c4dab03364" alt="New Dashboard Sidebar Bottom" width="416" height="195" data-path="images/en/v2-sidebar-back-button.png" />
</Frame>

<Tip>
  Once you switch, the selected dashboard becomes your default starting from your next login. Direct URL access will also automatically redirect based on your setting.
</Tip>

***

## Lead Form

The way lead forms are configured for collecting customer information has changed significantly.

<Tabs>
  <Tab title="Old Method">
    Previously, setting a lead form at the user level applied it uniformly to all documents, and the available field options were limited.

    <Frame caption="Old lead form settings screen">
      <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v1-leadform-settings.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=62aca00c4f577ad4fb19190238ecdb0c" alt="Old Lead Form Settings" width="1440" height="900" data-path="images/en/v1-leadform-settings.png" />
    </Frame>
  </Tab>

  <Tab title="New Method">
    You can now configure a lead form individually for each document from the Motion Editor. Frequently used configurations can be saved as space templates and reused.

    <Frame caption="Lead form settings in the new dashboard Motion Editor">
      <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/motion-editor-leadform.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=c09fb8e3a67d7fed369f07dfd0757b82" alt="Motion Editor Lead Form Settings" width="845" height="900" data-path="images/en/motion-editor-leadform.png" />
    </Frame>
  </Tab>
</Tabs>

Key changes:

* **Per-document lead form**: Configure individually from each document's Motion Editor
* **Variety of field types**: Choose from Email, Text, Checkbox, Radio, and more
* **Centrally managed templates**: Load and reuse templates saved in the space
* **Form position**: Drag to place the form between any pages

For more details, see the [Lead Form Settings Guide](/en/documents/leadform).

***

## CTA Settings

CTA (Call-to-Action) button settings are now configured per space member.

**Old method**: Each user individually configured their own CTA channels such as email, Slack, or KakaoTalk.

**New method**: Configure per space member from the communication settings in Settings. The same CTA is applied to all documents shared within that space.

<Note>
  Custom CTA settings that apply to a single document are also supported in document settings. If you want to use a different CTA per document, you can configure it separately in the document settings.
</Note>

***

## Folder Access Permissions

In the new dashboard, you can manage access permissions in detail at the folder level.

<Frame caption="Folder access permission settings screen">
  <img src="https://mintcdn.com/featcorp-f1a59635/_8Yj-KAYzbqZmNzF/images/en/v2-folder-permissions.png?fit=max&auto=format&n=_8Yj-KAYzbqZmNzF&q=85&s=66ed3a97149a14ec8e89b4760595732a" alt="Folder Access Permissions" width="806" height="728" data-path="images/en/v2-folder-permissions.png" />
</Frame>

| Permission | Description                               | Accessible Data                                                    |
| ---------- | ----------------------------------------- | ------------------------------------------------------------------ |
| Editor     | Users with edit access to the folder      | Tracking data from **all sharers** of every document in the folder |
| Viewer     | Users with view-only access to the folder | Only tracking data from **documents they shared themselves**       |

<Warning>
  Granting folder edit access exposes the sharing data of all documents within that folder. Be careful with permission settings when sensitive customer data is involved.
</Warning>

Related guides: [Folder Invite](/en/sharing/share-folder), [Document Analytics](/en/documents/analytics)

***

## AI Analytics

A new feature where AI analyzes document viewing data and provides insights.

<Frame caption="AI Analytics screen">
  <img src="https://mintcdn.com/featcorp-f1a59635/sAhkuscdT_VGe8K9/images/self/ai-analytics.png?fit=max&auto=format&n=sAhkuscdT_VGe8K9&q=85&s=2e176f7b6430f80c8e2baafb39dce2ba" alt="AI Analytics" width="1440" height="900" data-path="images/self/ai-analytics.png" />
</Frame>

* Access from the **AI Analytics** menu in the sidebar (Admin only)
* Analyze by individual document or across the entire space
* Ask questions in natural language and AI queries the data to respond
* Follow-up questions enable deeper analysis

<Note>
  AI Analytics is available on Pro plans and above, and 1 credit is deducted per question.
</Note>

***

## Other Changes

<CardGroup cols={2}>
  <Card title="Space-Based Team Collaboration" icon="users" href="/en/workspace/space-management">
    Invite team members and manage roles (Admin / Member) at the workspace level.
  </Card>

  <Card title="Member Invitations and Management" icon="user-plus" href="/en/collaboration/members">
    Invite team members and change roles from the member management page.
  </Card>

  <Card title="Plan Changes" icon="credit-card" href="/en/billing/plans">
    Subscriptions are now space-based, with pricing determined by the number of seats.
  </Card>

  <Card title="Bookmarks" icon="bookmark" href="/en/collaboration/bookmarks">
    Bookmark frequently used documents for quick access directly from the sidebar.
  </Card>

  <Card title="Document Search" icon="search" href="/en/documents/folders">
    Use Cmd+K / Ctrl+K from the top of the sidebar to quickly search for documents.
  </Card>
</CardGroup>

***

## Importing Existing Documents

Documents that exist only in the old dashboard (1.0) can be imported into the new dashboard (2.0) workspace.

<Steps>
  <Step title="Click the Import Button">
    Click the **Import My Documents** button at the bottom of the new dashboard sidebar.
  </Step>

  <Step title="Confirm the Dialog">
    Click **Import** in the confirmation dialog.
  </Step>

  <Step title="Import in Progress">
    A progress bar will appear as the documents are moved. Please wait a moment for the process to complete.
  </Step>

  <Step title="Complete">
    Once finished, the button disappears automatically and the imported documents appear in Documents.
  </Step>
</Steps>

<Warning>
  After the document import is complete, access to the old dashboard (1.0) will be blocked in the future. If you have not imported your documents yet, please do so now.
</Warning>

<Note>
  This feature is only visible to the space owner (Admin).
</Note>