User goal
Answer: what should I do next, what is waiting, what is done, and where is my proof?
Workspace · 1 page
Dashboard
Acts as the operations room for saved documents, active sends, signed proof, templates, notifications, archive, and usage.
/dashboard
3
Actions
6
States
2
Related flows
2
Related pages
Actions on this screen
Prepare to send
Opens Quick Send Studio for a saved online copy.
Next: /board/doc/[id]/quick-send
Open final room
Opens the lightweight status/proof room for a completed package.
Next: /board/doc/[id]?room=status
Archive
Hides an item from active work without deleting it.
Next: Archive tab
Important states
Signed-in workspaceEmpty workspaceSaved onlineWaiting for signerSigned package readyArchived