Dashboard Page Overview
This document explains how to use the Dashboard to manage envelopes, upload documents for signing, start review processes, and open recently used templates.
Envelope Statuses Block
This block contains 5 interactive envelope statuses widgets:
Waiting For You — The number of envelopes, that require actions based on your role.
On Approval — The number of envelopes awaiting action from the approver(s), who have not yet approved or denied them.
Sent — The number of envelopes that have been fully completed and successfully sent.
Completed — The number of envelopes for which you have completed all actions assigned to your role.
Expired — The number of invitations not accepted before reaching their expiration date.
Send Document Block
The Choose file button — Choose a file from your device to sign and send.
The Choose template button — Directs you to the Template List Page, where you can select an existing template or create a new one for sending and signing envelopes.
The Choose scenario button — Directs to the Scenarios page, to create and manage your own scenarios.
The For review button — Open the dialog to upload a DOC or DOCX document and start a review process.
Waiting For You Block
A list of incompleted envelopes that require actions based on your role.
To open the full recently Waiting for you list, click the View all button.
Recently Used Templates Block
Templates appear here after you use them at least once.
Click any template to create an envelope from it.
The list shows up to 4 templates.
To open the full Recently Used Templates list, click the View all button.
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