The Dashboard
Learn how to navigate your way around the Forms 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:
Templates
Total document templates you have created
Forms
Total forms you have created
Awaiting Signature
Envelopes currently out for signing
Completed
Documents and envelopes that have been fully signed or completed
Navigation
The left-hand navigation gives you access to all areas of the app:
Templates
Create and manage document templates
Documents
View generated documents and their signing status
Envelopes
Manage multi-recipient e-signature envelopes
Forms
Create and manage data collection forms
Buttons
Configure Salesforce document-generation buttons
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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