Understand the dashboard

Find documents, templates, filters, and settings from the eSignMor dashboard.

1. Choose the working context

   Identify the organisation and team selector.

   Choose the correct working context.

   Result: You are working in the correct organisation and team.

2. Use the main navigation

   Review Documents, Templates, and team navigation.

   Use the navigation to open documents and templates.

3. Filter and search

   Review document status filters and search.

   Result: You can find a record by status or title.

4. Open the profile menu

   Open the profile menu to reach account and organisation settings.

   Access personal and administrative settings.