Section 5 1 min read

Dashboard

Action Required. Cards for anything waiting on you: documents to sign (Sign Now), approvals to review (Review), upload requests (Upload) and forms to fill in (Fill Out), each with its space and due date. Overdue and imminent dates are highlighted. When there is nothing, the dashboard says You're all caught up!

Send to Agency. For External Customers, an Upload a file button that goes straight to the drop-box, choosing the space first if you are in more than one.

My Spaces. A card per space with Open. Spaces where you can upload show an Upload pill.

Shared with me. Recent Quick Shares sent to you, marked New, Opened or Downloaded.