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Clicking on the logo and then on "Documents" on the left will take you to your document view or dashboard very quickly, at any time and from anywhere.
Basically, the so-called dashboard is the place where all documents that you send out or that are sent to you are collected.
But how to read the list of documents?
Quite simple!
On the very left you will see a thumbnail view of the document(s). The small black dot with white arrow in the bottom corner of the document means "Inbox", you have received a document to sign, or "Outbox", you have sent out a document to sign.
Under the name of the document, you can see by whom the document was uploaded or sent out. The small icon next to the document name marks that the document is on the stack ready for signature. We have prepared a separate tutorial for the batch signature.
To the right of the date created, you can see the document status. Hovering your mouse over the icon will tell you the exact meaning of each status. For example, if you upload a document, and leave edit mode right away, the document will end up as a draft in the dashboard.
To the right of the status, at the Progress, you can see with which people the document has been shared and whether these people have already performed a required action. Using the mouse, you can again view the complete progress info.
Clicking on the eye opens the document preview.
For all further actions click on the three dots. In addition to some standard actions, some of which have already been explained, you also have access to some advanced functions from here.
For these functions, we have again provided our own videos.
We hope you enjoy the ease of obtaining signatures with sproof sign.