Sertifi Support Site

Dashboard Guide

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The dashboard is the main workspace in the Sertifi portal. From here, you can:

  • Create new documents and folders for signatures

  • Check on the status of documents you've already sent

  • View tasks assigned to you

  • Examine reports on signature documents

  • Power and Super Admins can review what other users of the portal have sent

Note

Your dashboard will have different elements and options depending on your user role. For example, a standard Admin account's portal will have fewer elements than a Super Admin. Learn more about the different Roles in your portal.