Overview of Your Docubee Dashboard

What is my Dashboard?

Your dashboard displays your active Organization details, Workspaces, and Members information. From this Overview page, you can manage your organization, create a new workspace, and manage members of your organization. See Overview of Organizations, Workspaces, and Members for more information.

Your dashboard offers features and navigation at the top of the dashboard, the left nav bar, and the footer.

The top of the dashboard offers quick access to the following:

Quick Sign – Sign a document in a fast and easy workflow. Click ‘Get A Document Signed’ to upload a document, assign recipients, and collect signatures. Click ‘View Sent Documents’ to view the sent documents in the active workspace.
Create Reusable Document or Form – Click ‘Create Template’ to upload a document, create a template, and reuse as required. This feature also allows you create a link to a document or reusable template to post or send for users to access and complete.
Build Custom Workflow – Click ‘Get Started’ to build an advanced workflow from scratch.

At the upper-right corner:

Account – Click your account icon at the upper-right corner of your screen to display the menu with the following options: Profile Settings, Manage Organization, Manage Billing, Switch Organization, and Logout.
Help – Click the Help icon (lifebuoy icon) to display the menu with the following options: Help Center, Start a Tour, Support Portal, and Chat.

The left nav bar has the following icons:

Dashboard – Click the Dashboard icon to return to the dashboard, offering quick access to essential features and information.
Documents – Click the Documents icon to view a list of any in-progress, completed, or canceled documents. Learn more about the Documents section, in our detailed help center article.
Workflows – Click the Workflows icon to display the workflows in your active organization.
Settings – Click the Settings icon to display the Organization, Members, Billing, Webhooks, and Workspace information and manage them. You can also edit individual workspace settings here.

The footer includes the feedback, help and support section:

Help Center – Click the ‘Help Center’ link to open the Help Center page where you can search and/or filter by category to find solutions and answers to your questions, and guidance on using Docubee.
FAQ – Click the ‘FAQ’ link to open the Frequently Asked Questions page where you can find answers to several frequently asked questions on Docubee’s capabilities, pricing, security and more.
Security – Click the ‘Security’ link to open the Frequently Asked Questions page Security & Compliance section where you can find answers to frequently asked questions on Docubee’s security.

Need more help getting set up? Contact us for assistance from our customer support team.