Site Navigation

1. Click the Dashboards to view the following screens:
   • Quick Stats
   • Workflow Templates Launch
   • Pending Signatures
2. Click the Reports option to view the following report dashboards:
   • Status
   • Trends
   • Completion Rates
   • Verify Document
3. Click the Workflow Designer to create and configure the following:
   • Workflows
   • Web Forms
   • Documents
   • Content
   • Notifications
   • Brands
4. Click the Account menu to be configure the following:
   • Groups
   • Users
   • Permission Sets
   • Bulk Permissions
   • Integrations
5. Click the Developers menu to configure the following:
   • API Credentials
   • API Testing
   • API Logs

Sub-Menus

Under each main menu topic are more specific sub-menus. If you enter one of the sections below, all additional sub-menus display in tabs on the screen. 

Sub-menus will not display in smaller screened devices but those same links can always be found under the main tab.