✅ What You Can Do:
See everything at a glance
Your dashboard shows all your documents, activity, and key metrics in one place.Track document status
See which documents are pending, completed, or need attention.Quick access to actions
Create documents, manage clients, and access settings quickly.
Key Sections
Your dashboard includes several key sections:
Recent Documents: Your most recently created or updated documents
Pending Signatures: Documents waiting for client signatures
Completed Documents: Fully signed and completed documents
Activity Feed: Recent activity and updates across your account
Key Metrics: Overview of your account statistics
You'll see a dashboard that looks like this:
[Screenshot: Full dashboard with annotations]
Quick Actions
From your dashboard, you can:
👉 Create new documents - Click "Create New Document"
👉 View document status - Click any document to see details
👉 Manage clients - Access your client list
👉 Access settings - Update your account preferences
👉 View reports and analytics - See your account performance
Navigation Tips
Use the sidebar to navigate between sections
Search bar helps you find documents quickly
Filters help you organize and find specific documents
Recent activity shows what's happening across your account
Troubleshooting
❓ I don't see all my documents on the dashboard.
Try:
Using the search bar to find specific documents
Checking filters - they might be hiding some documents
Refreshing the page
❓ The dashboard looks different than expected.
Dashboard views may vary by:
Your account plan
Your role/permissions
Recent updates to the interface
❓ I can't find a specific feature.
Try:
Using the search bar
Checking the navigation menu
Looking in Settings
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.
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