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OverviewDescription

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The "Home" area (also called "Dashboard") is offering following main functionality:

  1. Dashboard Tiles: in the center area, tiles help to speed up executing common tasks. The tiles are also known as "quickstart buttons".
    We are explaining each tile's functionality in the sub chapters.
  2. Dashboard Statistics: provides statistical information about envelopes currently active on the platform and their status, i.e. envelopes that are not deleted.
  3. Beside the main functionality it is also possible to access the account settings via the dashboard 

Dashboard Tiles

There are four big tiles in the center area. Those are providing following functionality:

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The result will not be refreshed automatically e.g. when another user created a draft which is shared with team members. To refresh the list in such scenarios, it is required to use the refresh button.


System Alerts

In case of configured instance wide system alerts, these are (beside other locations in the application) displayed on top of the dashbard.

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See Admin Web - System Alerts for additional information.