The dashboard is the operating surface for saved copies, sends, status tracking, signed proof, reusable templates, notifications, archive, and plan usage.
Start with Next Best Action to see the single most useful thing to do next.
Jump to Notifications or Document Lifecycle to see what changed and what still needs action.
Open Proof Vault to find the final PDF, audit evidence, and shareable proof actions.
The dashboard should help the user continue from review, draft, or signing without decision overload.
Operations Room and Document Lifecycle show what needs attention across review, send, signed, and archive states.
Proof Vault, notifications, and archive keep signed evidence and history useful after the first session.
Chooses the one most useful next move instead of showing every possible document action at once.
What should I do next right now?
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Shows the whole active queue in one compact area: review, draft, send, signed, and archive counts with one clear action per document.
Which documents need action and what button should I press first?
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Groups documents by state: review, edit, send, proof, archive.
Where is this document in the process?
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Stores completed signed PDFs and audit evidence so the user can prove what happened later.
Where is my signed PDF and proof?
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Lets users repeat proven document workflows without rebuilding the packet from zero.
Can I reuse this workflow?
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Shows opened, waiting, signed, failed email, reminder, proof, and upgrade activity.
What happened since I last opened the product?
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Removes reports, drafts, and packages from active work without deleting them.
How do I clean the dashboard without losing records?
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Explains plan usage, AI token usage, profile, security, signature, and email signature settings.
What limits did I use and what account settings control the product?
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