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Open Dashboard to see what needs your attention across your organization. Owners and administrators use this page. Group Managers work inside their assigned groups instead.

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Send your first request

Before your organization sends its first request, the dashboard shows the next setup step:
  1. Add Document: add a document that requires a signature. If you need to publish a revision or change the document’s settings, choose Review documents.
  2. Add Person or Import people: add the people who need the document. Groups are optional.
  3. Review first request: choose the recipients and documents, preview the email, and confirm sending.
Nothing is sent until you confirm. People can complete requests without creating a team member account. See send your first document request for the full walkthrough. Owners can choose Open the setup guide for the optional guided setup. If a setup action is unavailable, the dashboard tells you to ask an organization owner for help.

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Follow up

After you start sending requests, Follow up highlights work you can review: Only items with outstanding work appear. Select a row to open the matching filtered view. No follow-up items right now means these follow-up lists are clear. It does not mean every request is complete: someone may have viewed a request but still need to sign. Use the outstanding request count to review open requests. When people have no documents assigned, View people with no documents assigned helps you find them.

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People at a glance

People at a glance shows how many people are up to date across all their required documents. Select a status to open the corresponding People view:
  • Up to date: people who have completed their current required documents.
  • Awaiting signatures: people with pending requests.
  • Requests needed: people whose documents need a new request.
  • No documents assigned: people without required documents to track. This row appears when there are people in this state.
These counts track document completion, not legal compliance or behavior after signing. A person can have pending requests and also need attention for a different document. See completion statuses for definitions.

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Group follow-up

If you use groups, Group follow-up shows up to three groups with outstanding work. Groups with the most people needing requests appear first, followed by those awaiting signatures. Select a group to open its People tab, filtered to people needing requests or awaiting signatures. Progress reflects the documents required by that group, not documents assigned elsewhere. No group follow-up items right now means no one in your groups needs a request or is awaiting signatures. People with no documents assigned may still need setup. Choose View groups to review all your groups.

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Document progress

Document progress shows up to three published required documents with unfinished work, starting with the lowest completion rate. Completed documents do not fill the remaining rows. Select a document to open its Compliance view and review who still needs to sign. This section tracks non-archived documents with Requires a signature on and assignments to active people. Draft-only documents and documents Available to read are not included.
  • All tracked required documents are up to date: everyone assigned to the tracked documents is up to date.
  • No required documents to track yet: progress appears once a published required document is assigned to someone. This is not a completion result.
A separate publishing notice appears when documents need publishing or have unpublished changes. It can appear even when all tracked documents are up to date. Select it to find those documents, then review and publish under Revisions. Choose View documents to open the full document list. Use Send document request at the top of the dashboard to send another request when your people and documents are ready.

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Recent activity

Recent activity shows the latest changes. Select a linked person, group, or document to open it, or choose View activity for the full activity history. Use Reports when you need a shareable completion summary.
Last modified on September 29, 2026