For your team

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.
Dashboard

Still stuck? Email hello@documentlane.ai.