Dashboard provides you with a general view of your workspace. The documents and workflows are presented here along with details about your workspace and any analytics you are keeping an eye on.
Here’s a more detailed breakdown of the dashboard sections and how you can use each of them:
Workspaces. If you have more than one workspace available, you can switch between them. Additionally, you can create a brand new Workspace. Below the current workspace name, you can check your role in it and request a change from the Owner or Supervisor.
Start. This is the fastest way to create and configure automation for a new document, template, or workflow for any of your use cases. Click the button to start designing the process from scratch.
Inbox. Get quick access and manage documents assigned to you within your workspace.
Documents. This section will take you through the list of documents that have been sent to the recipients.
Templates. Access the created templates and use the desired one to send the packet of documents or turn them into the workflow.
Workflows. Access your workflows from the Dashboard.
Archive. The archived workflows are kept here. You can restore archived workflows at any time.
Trash. The deleted workflows are kept here and are automatically deleted after 30 days.