# The Dashboard

The Dashboard is the home screen you see after logging in. It gives you a summary of your activity and quick access to everything in the app.

## Stats Bar

At the top of the dashboard, four cards show your current counts at a glance:

<table><thead><tr><th width="208.150390625">Card</th><th>What it shows</th></tr></thead><tbody><tr><td><strong>Templates</strong></td><td>Total document templates you have created</td></tr><tr><td><strong>Forms</strong></td><td>Total forms you have created</td></tr><tr><td><strong>Awaiting Signature</strong></td><td>Envelopes currently out for signing</td></tr><tr><td><strong>Completed</strong></td><td>Documents and envelopes that have been fully signed or completed</td></tr></tbody></table>

## Navigation

The left-hand navigation gives you access to all areas of the app:

<table><thead><tr><th width="188.326171875">Nav item</th><th>Purpose</th></tr></thead><tbody><tr><td><strong>Templates</strong></td><td>Create and manage document templates</td></tr><tr><td><strong>Documents</strong></td><td>View generated documents and their signing status</td></tr><tr><td><strong>Envelopes</strong></td><td>Manage multi-recipient e-signature envelopes</td></tr><tr><td><strong>Forms</strong></td><td>Create and manage data collection forms</td></tr><tr><td><strong>Buttons</strong></td><td>Configure Salesforce document-generation buttons</td></tr></tbody></table>

## Dashboard Content

Below the stats bar, the dashboard shows two tables:

### Recent Documents

A list of your most recently generated documents. Each row shows:

* Document name and the template it was created from
* Recipient name and email
* Current status (draft, sent, viewed, signed, completed, archived, expired)
* Date last updated

Click any row to open that document's detail view.

### Forms

A list of all your forms. Each row shows:

* Form title
* Status: **Draft** (not yet public) or **Published** (accepting responses)
* Number of submissions received
* Date last updated

Click any row to open the form builder for that form.

## Creating New Items

Two buttons sit prominently on the dashboard:

* **New Template** — Creates a blank document template and opens the template builder
* **New Form** — Creates a blank form and opens the form builder

## User Menu

Click your **initials avatar** in the top-right corner to open the user menu:

* Your name and email address
* **Admin** (visible only to administrators) — Opens the admin panel
* **Appearance** — Change the app's color theme or light/dark mode
* **Recycle Bin** — View and restore deleted items
* **Sign out** — Ends your session


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