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πŸ–₯️ Your Dashboard: A Quick Tour!

πŸ‘‹ Your dashboard is the main page where you can see everything that's happening with your eSignatures Online account at a glance.

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Written by ROBIN BAKSHI
Updated over a month ago

πŸš€ Top Section

The very top of your screen gives you a quick summary.

  • Hello, [Your Name]! This is your welcome message. 😊

  • Need to Sign? ✍️ A message tells you exactly how many documents are waiting for your signature. Click here to go straight to them and sign!

  • Monthly Activity Chart: This colorful bar chart shows your document activity for the last few months. You can easily see how many documents were Completed βœ…, are Processing⏳, have been Sent βœ‰οΈ, or are in the Trash πŸ—‘οΈ. It’s a great way to track your progress over time!


πŸ“Š Your Key Stats

Right below the top section, you'll find four cards with your most important numbers.

  • Total Documents: πŸ“„ This is the total number of documents you have. The smaller number below shows how many are finished and Completed Docs βœ….

  • My Signatures: ✍️ This tells you how many documents you have personally signed. The number below shows the total Signatures in my docs, which is how many documents in your account have been signed by anyone.

  • Templates: πŸ“‘ See how many templates you have ready to use. The smaller number below, Templates Usages, shows how many times you’ve used them.

  • Employees: πŸ§‘β€πŸ’Ό If you're a manager, this shows how many employees are on your team. The number below, Employees Docs, is the total number of documents for everyone on the team.


πŸ“ˆ Your Activity & Templates

The bottom part of the dashboard has more details for you.

  • This Week's Activity: πŸ“… This chart shows you a day-by-day view of what's been happening this week. You can see your Completed βœ…, Processing⏳, Sent βœ‰οΈ, and Trash πŸ—‘οΈ documents.

  • Templates: πŸ“‹ This list shows all your available templates. Just click the Use button to start a new document with that template right away! You can also click the magnifying glass πŸ” to search or the plus sign βž• to add a new template.

Please Note: The Image may look different from the actual image. This image is only added for illustration purposes only.

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