Dashboard

The dashboard provides an overview of all your document activity in one place for easy viewing. It’s a quick way to see a comprehensive view of your entire account and keep tabs on the progress of your documents.

Status: It’s easy to track the current progress of your documents, including how many were sent, pending approval (if workflow approval is enabled), viewed by recipients, and completed documents. You can also see how many document are in draft mode.

Time Period: You can filter the dashboard by time period – providing great visibility into your documents and overall progress for the specified range.

Comments and Activities: The dashboard also provides a comprehensive view of comments and activities for your documents. It’s a great way to see overall comments and activity at a glance.