Understanding Your SELISE Signature Dashboard
This guide will help you navigate and understand the different sections, making your document signing process smooth and efficient.
Welcome to your SELISE Signature dashboard! This guide will help you navigate and understand the different sections, making your document signing process smooth and efficient. The following steps make it easy even for those who aren´t tech-savvy.
Home Page Overview
Your dashboard is the central hub for all your document activities. Here's a breakdown of what you'll find:
Status Overview: At the top, you'll see a quick summary of your document status:
- "Yet To Sign": Documents awaiting your signature.
- "Yet To Review": Documents needing your review and approval.
- "Pending": Documents awaiting signatures from other parties.
- "Completed": Documents where signing is complete.
Document List: By clicking on one of the boxes, you'll see a list of documents. This list includes:
- Title of the document.
- Type of signature required.
- Date it was created.
- Current processing status.
- Whether it's a single or bulk document.
Opening a Document: To view a specific document, simply click on the "View" button right next to the document.
Left Menu Bar
The left menu bar provides quick access to different sections of your SELISE Signature account:
Documents: This section is further divided into:
- "My Documents": All documents you've created and sent.
- "Received Documents": Documents sent to you by other users.
- "Organizational Documents": Documents shared within your organization.
- "Drafts": Documents you've started but haven't sent yet.
- "Archived": Documents you've archived.
Workflows: This section includes:
- "Templates": Pre-designed workflow templates you can use.
- "Drafts": Workflow templates you're currently creating.
- "Archived": Archived workflow templates.
Product Updates: This area provides information on the latest updates and new features.
Personal Settings
You can access your personal settings by clicking on your profile logo or icon at the top right corner:
- Language Settings: Change your preferred language (e.g., German or English).
- Saved Signature: Create and save your digital signature. You can draw, upload an image, or type it.
Administrator Rights (If applicable)
If you have administrator rights, you'll see an "Administrator" option in your profile menu. This section allows you to:
- Add and manage users.
- Create custom user groups.
- Customize email templates.
- Manage signature fields.
- Set up invitation links and document ID stamps.
- And many more options.