Dashboard Page Overview

This document explains how to use Dashboard to upload external files and send them for signing by configuring recipients and roles.

Envelope Statuses Block

This block contains 4 interactive envelope statuses widgets:

• 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.

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.