Welcome to Twala! This guide will help you explore the Twala Menu Tab — your central hub for managing documents, templates, teams, and contacts.
Whether you're a new user or a business account holder, this article will walk you through each section step-by-step.
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Dashboard
The Dashboard is the first page you'll see when you log into Twala.
Here’s what you'll find:
A summary counter showing the number of documents:
Out for Signature
Awaiting Your Signature
Completed
A Quick Access Button to start preparing a new document
A shortcut to the Documents Tab
The Dashboard gives you an instant overview of your document activity, helping you stay on top of your signing tasks.
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Documents
The Documents Tab is where all your documents are stored and organized. You can filter documents by status to find exactly what you need.
Document Statuses:
Draft – The document is prepared but not yet sent for signature.
Completed – All signers have signed, and the document is finalized and recorded on the blockchain.
Awaiting My Signature – The document is waiting for your signature.
Out for Signature – The document is sent, but either the recipient hasn't accepted the invite or hasn't signed yet.
Cancelled – The sender has cancelled the signing request.
Denied - A signer’'s attempt to sign the document was blocked or rejected due to some issue or non-compliance.
Declined – A signer has declined to sign the document.
Trash – Deleted documents will stay here for 30 days before permanent deletion.
Archived – The document is archived for record-keeping.
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Templates (Paid Plans Only)
The Templates Tab helps you create reusable document templates to save time when sending documents frequently.
Templates can have two statuses:
Draft – The template is still being created.
Ready – The template is fully set up and ready to use.
Note: Templates are only available on paid plans.
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Team (Business Plans Only)
The Team Tab lets you manage members within your business or enterprise account.
If you're an Admin or Account Owner, you can:
Add new team members
Remove existing members
Change the role of a member
This feature is available only for Business, Business Plus, Custom, and Enterprise plans.
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Contacts
The Contacts Tab stores all your signatories and other frequently used contacts.
Here’s what you can do:
Add contacts manually (Name, Email, Mobile Number, Company Details)
Automatically save new signers as contacts
Edit or delete existing contacts
Your contact list makes it easier to prepare documents without needing to type email addresses every time.
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Pro Tip
Use Contacts to organize your business partners, clients, and suppliers — making document preparation faster.