Dashboard
The Dashboard is the first web page you will see upon logging in to Twala. It contains a counter to give you a brief summary count of your documents that are out for signatures, awaiting your signatures, the completed documents, and the total number of documents on your account. It also has a quick link to the Documents tab and a quick button to prepare a document.
Documents
The Documents tab contains the list view of all your documents that can be filtered per status.
There are eight (8) document statuses:
Completed- All signers already signed and the document has been finalized and recorded in the blockchain.Draft- Document is prepared but not signed or sent for signature yet.Out for signature- Document prepared by the author or sender is sent to the signer/s and invite not accepted yet or invite is accepted but document not yet signed.Awaiting my signature- Document is sent by other people and waiting for the account holder to sign.Declined- The document sent by the author/sender is declined by any of the signers.Cancelled- The document is cancelled by the author/sender.Archived- The document is archived by the account holder.Trash- Document is deleted. All documents sent to the Trash will be permanently deleted after 30 days.
Templates
The Templates contains the list view of all your templates in list view. The Template is only available for paid plans.
There are 2 templates statuses:
Draft - The template has been started but not completedReady - Template is ready for use
Team
The Team tab contains all the members of a particular business/enterprise account. This is only available for Business, Business Plus, Custom, and Enterprise accounts.
Under the Team tab, the admins and the account owner will have the ability to add, delete and change the roles of the members.
Contacts
The Contacts tab contains the details of your contacts. You can add your contact name, email, mobile number, and company details. All your signatories will automatically be added to your contacts.
