Dashboard
What information is typically displayed on a dashboard, and what steps are involved in accessing and using it?
Last updated
What information is typically displayed on a dashboard, and what steps are involved in accessing and using it?
Last updated
The emSigner dashboard is displayed in a single, consolidated view to help users monitor, analyze, and make informed decisions on the envelopes that are either initiated by them or of which they are a part. It consists of a summarized form of the pending documents present in emSigner shown in tab form, i.e., My Signatures and Waiting for Others.
My Signatures: This consists of envelopes that are pending for signature from the Account User's side
Waiting for Others: This consists of envelopes that are initiated by them but pending Signatures from others
Note: Both Admin and Internal users can view the dashboard that is relevant to them.
To access the Dashboard, the user has to follow the steps below.
Step 1: Log in to the emSigner account using your Admin User Name and Password
Enter the password to login into the account.
Step 2: You will see a dashboard on the landing page once you log in successfully.
The users can search any envelope using the Search option present in the dashboard. They can download reports of all the signing activities from a particular tile by clicking on the Export to Excel button. The application will populate all the envelopes of the Current year and the user can select any particular year from the dropdown to get the pending envelopes of that year.
The users can search for any envelope in the tile by providing details like the Date range, Envelope Number, Reference number and other details.
The next subsections cover the type of Status of the envelopes, which are under the different tabs in the Dashboard.
