In the video below, we'll give you a rundown of the major sections of the DigiSign dashboard.

VISUAL GUIDE

Using the DigiSign Dashboard

Envelopes

On this page, you can access all of your DigiSign envelopes of all statuses. To filter it down further, you can also sort by envelope status. Click on Completed, Sent or Draft to view only envelopes of that particular status.

Templates

From the Templates page, you can access and manage all of your DigiSign Templates.

More Menu

For any envelope, you can click on the More Menu to view and take the available actions for that envelope.

Search

Use the search bar to quickly and easily locate a particular envelope.

Sort by Column Header

Click on a column header, such as Envelope Name or Status, to sort all of the envelopes on that page by category.

New Envelope

Click New Envelope to send documents out for e-signature.

Preferences

To customize your DigiSign Preferences, click only your name in the upper right corner and then select Preferences. 

If you have any questions about our new and improved DigiSign, please don't hesitate to reach out to our 24/7 Support team!