Getting Started

Understanding the dashboard

Learn what each part of your main dashboard shows.

1

When you log in, you land on the Dashboard. At the top you'll see four stat cards: Total Agreements (with draft count), Completion Rate (percentage and completed count), Pending Signatures (agreements awaiting signature), and E-Signatures (with clickwrap count).

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Dashboard
JD

Welcome back, John

Total Agreements
24
Active
12
Pending
5
This Month
8
Recent Agreements
NDA — TechCorpActive
Employment — J. SmithActive
Vendor AgreementActive

The main dashboard with stat cards, recent agreements, and activity.

2

Below the stats, the Recent Agreements panel (on the left) shows your latest agreements — click any one to open its detail page. Each row shows the title, type (E-Signature or Clickwrap), last updated time, and a status badge.

3

The Recent Activity panel (on the right) shows the latest events across your agreements — when agreements were created, sent, viewed, signed, or cancelled, and who performed each action.

4

The "New Agreement" button in the top right takes you to the e-signature creation page, where you can choose SmartScribe AI, a template, or start from scratch.

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