What Can I Do on the WeSignature Dashboard?

The WeSignature dashboard is the central hub where you can track documents, upload files for signing, and manage your workflow efficiently. Below is an overview of the key components and their functions:

1. Navigation Bar (Top of the Screen)

• Dashboard – Returns you to this main overview page.
• Team – Manage team members and their roles.
• Documents – Access and manage pending, drafted, and signed documents.
• Payments – Track and manage payments associated with signed documents.
• Templates – Create reusable document templates for faster processing.
• Videos – Upload and manage intro and outro videos for a personalized signing experience.
• Settings – Customize your account preferences and security settings.

2. Signature & Document Status Overview

• Displays your signature at the top. You can quickly and easily edit your signature directly from the dashboard.
• Shows the count of pending, drafted, and signed documents, helping you track progress at a glance.

3. Upload & Prepare Documents for Signature

• Drag and drop files or click Upload File to start a new signing request.
• Alternatively, select a document from Choose Template for quicker processing.

4. Intro & Outro Videos

• Add a personal touch by uploading an intro video before signing starts and an outro video after completion.

This dashboard provides a streamlined way to manage documents, track statuses, and navigate WeSignature with ease.