The main application screen

Modified on Tue, 15 Sep at 11:29 AM

After successfully logging in to your account, you will land on the main application screen:

In the top right corner you will see the initials you provided during registration, that is your first and last name, or your company name. Next to the name is your credit balance.

In the top left corner you will see the name of your workspace, and below it the option to create a document (i.e. upload and send a document for signing).

You will also find the main menu for working with documents here:

  • Overview - the main screen menu (where you are right now)

  • Documents - an overview of documents by their status

  • Document templates - a link to the programmed templates, i.e. the available offering

  • Contacts - a list of your contacts

  • Reports - an overview of credit usage by team members

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