Dashboard Guide
Track and Manage Your Documents
Signly provides separate dashboards for senders and recipients.
Sender Dashboard
The sender dashboard is your command center for managing outgoing documents.
Document List
All sent documents are displayed with:
| Column | Description |
|---|---|
| Document Name | Title of the document |
| Signers | Number of signers and completion status (e.g., 2/3 signed) |
| Status | Current status: Sent, In Progress, Completed, Expired |
| Date Sent | When the document was sent |
| Actions | View details, resend, cancel |
Status Indicators
- Sent — Document delivered to first signer
- In Progress — Some signers have signed, others pending
- Completed — All signers have signed
- Expired — Signing window has closed
Document Details
Click on any document to view:
- Full signer list with individual statuses
- Signing order (if sequential)
- Activity log (when each signer viewed/signed)
- Download the final signed PDF (when complete)
Search & Filter
- Search by document name or signer email
- Filter by status (sent, in progress, completed)
- Sort by date, status, or document name
Recipient Dashboard
The recipient dashboard shows documents awaiting your signature.
Pending Documents
- Documents requiring your signature
- Signing order indicator (if sequential)
- Days remaining to sign
Completed Documents
- Documents you have already signed
- Download links for signed PDFs
- Date of signing
Notifications
- Email — Recipients notified when documents need signing
- Status updates — Senders notified when documents are viewed or signed
- Completion — All parties notified when signing is complete
Troubleshooting
| Issue | Solution |
|---|---|
| Document not appearing in dashboard | Check filters, ensure correct account |
| Status not updating | Refresh the page, allow up to 30 seconds |
| Cannot find completed document | Check the Completed tab in your dashboard |