How Can I Quickly View Different Categories of Documents from the Dashboard?

You can easily access your documents based on their status—Pending (Out for Signature), Draft, or Completed—directly from the WeSignature dashboard. Here’s how:

1. Locate the Document Summary – On your dashboard, you’ll see three sections displaying the number of documents in each category:
   • Pending (Out for Signature) – Documents awaiting signatures.
   • Draft – Unfinished documents that haven’t been sent.
   • Signed (Completed) – Fully executed documents.
2. Click on a Number – Simply click on the number in any of these three sections.
3. Automatic Filtering – You’ll be taken to the Documents section, where the list will automatically be filtered to show only the category you selected.

This makes it quick and easy to find the documents you need without manually filtering through all of them.