Reading your dashboard
What the numbers on your home screen mean and what to do about them.
At a glance
The dashboard is the first screen after sign-in. It shows how many clients you have and where they are, documents waiting for review, and documents expiring soon.
- Pending review: documents your team still needs to accept, reject or send back.
- Expiring soon: documents that lapse in the next 30 days.
- Recent activity: the latest uploads and decisions.
Click any card or row to jump straight to that list.

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