Workspace · 1 page

Dashboard

Acts as the operations room for saved documents, active sends, signed proof, templates, notifications, archive, and usage.

/dashboard
Dashboard screenshot
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User goal

Answer: what should I do next, what is waiting, what is done, and where is my proof?

Actions on this screen
Prepare to send

Opens Quick Send Studio for a saved online copy.

Prepare to send
Next: /board/doc/[id]/quick-send
Open final room

Opens the lightweight status/proof room for a completed package.

Open final room
Next: /board/doc/[id]?room=status
Archive

Hides an item from active work without deleting it.

Archive
Next: Archive tab
Important states
Signed-in workspaceEmpty workspaceSaved onlineWaiting for signerSigned package readyArchived

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