Use the Dashboard to monitor transaction activity, follow up on important statuses, start common workflows and create widgets based on bookmarked views from Overview.
Before you start
The Dashboard is designed for quick monitoring and daily follow-up. You should use the Overview tab when you instead need to search, filter, sort, open, export or analyse transactions in detail.
Use the Dashboard when you want a faster view of selected transaction activity, key metrics, shortcuts and saved transaction views. Available Dashboard content may depend on:
Your user access
Your account setup
The widgets added to your Dashboard
Bookmarked views created in Overview
The date range or filter setup used by a widget
What you can use the Dashboard for
The Dashboard helps you stay in control of your signing activity. You can use it to:
Get a quick status overview
See transactions that may need follow-up
Start common workflows from quick actions
Monitor activity over time
Add widgets for selected transaction views
Use bookmarked views from Overview as Dashboard widgets
Create a daily monitoring view for the transactions you work with most often
The Dashboard gives you a quick overview of transaction activity, status cards, quick actions, and widgets.
Get a quick status overview
At the top of the Dashboard you can see key metrics that highlight the current statuses of your transactions. These metrics can include:
Started transactions: Transactions you have started
Rejected transactions: Transactions that were rejected by recipients
Expired transactions: Transactions that were not completed before the deadline
Completed transactions: Transactions that were signed and finalized before the deadline
Each metric is based on activity within the last 60 days. Use these metrics to quickly identify transactions that may need action or follow-up.
Use the status widgets to identify started, rejected, or expired transactions that may need follow-up.
Use Quick actions
The Quick actions section gives you shortcuts to commonly used features.
Depending on your account setup, quick actions can include:
Sign: Start a new signing process
Secure file transfer: Send files securely without requiring a signature
Forms: Create and send forms for data collection
Mail merge: Send documents to multiple recipients at once
Validate CPR: Validate CPR numbers, if enabled on your account
Use quick actions when you want to start a workflow without navigating through multiple menus.
Use Quick actions to start common workflows directly from the Dashboard.
Monitor activity over time
The Transactions overview section gives you insight into transaction activity over a selected period of time. You can use it to:
View transaction activity for a selected period
Track usage across different transaction types
Identify patterns in signing, file transfer, forms and CPR validation activity
Compare activity over time
This helps you understand how your organization uses Addo Sign and where follow-up may be needed.
Use Transactions overview to monitor activity across transaction types and time periods.
Use bookmarked views from Overview on the Dashboard
Bookmarked views from Overview can also be used on the Dashboard. A bookmarked view is a saved setup from Overview. It can include filters, sorting, visible columns, column order, column width and date range.
When you create or customize Dashboard widgets, you can use your bookmarked transaction views to create widgets based on the transactions you want to monitor.
This means that a saved view from Overview can become a Dashboard widget. For example, you can create Dashboard widgets for:
Started, Rejected, Expired or Completed transactions
Transactions associated with a specific sender
Transactions in a specific group
Transactions that match a saved search or filter setup
This makes it possible to use Overview for detailed filtering and Dashboard for quick daily monitoring.
Bookmarked views from Overview can be used to create Dashboard widgets for frequently used transaction lists.
Create or customize Dashboard widgets
You can customize the Dashboard so it better matches the transactions and workflows you need to follow.
Use Dashboard widgets when you want to monitor a specific type of transaction or create shortcuts to important work areas.
Go to Dashboard.
Click Settings.
Add or edit a widget.
Select the widget type you want to use.
If the widget should be based on transactions from Overview, select the relevant bookmarked view.
Save the widget.
The widget is added to your Dashboard and can be used for quick monitoring.
Use Settings to customize Dashboard by adding or editing widgets.
Select a bookmarked view from Overview when you want the widget to follow a saved transaction view.
When to use Dashboard and when to use Overview
Use Dashboard when you want a quick daily overview.
Use Overview when you need to work with the transaction list in detail.
Use Dashboard to: | Use Overview to: |
Monitor transaction activity | Search for specific transactions |
Follow up on saved transaction views | Filter, sort, and customize transaction lists |
Use quick actions | Open and manage individual transactions |
View widgets based on bookmarked views | Create and maintain bookmarked views |
Track trends and status at a glance | Export filtered transaction data |
💡 Tip: A good workflow is to create detailed views in Overview and use them as widgets on the Dashboard.
If a Dashboard widget does not show the expected transactions
If a widget does not show the transactions you expected, check the bookmarked view or setup behind the widget.
Check whether:
The correct bookmarked view is used
The bookmarked view still exists in Overview
The filters in the bookmarked view are correct
The date range in the bookmarked view is correct
The transaction belongs to a sender, group, or account you have access to
The transaction status matches the widget setup
The widget has been saved after it was created or updated
If the bookmarked view is no longer accurate, update the view in Overview or create a new bookmarked view.
If you cannot customize the Dashboard
If you cannot customize the Dashboard, check whether:
You have access to the Dashboard
Your user role allows you to customize widgets
The bookmarked view you want to use exists in Overview
The widget type is available on your account
Your account setup supports the feature you are trying to add
If you are unsure about your access, ask an Addo Sign administrator on your account to review your user role and permissions.
Before contacting support
To help Addo Sign Support assist you as quickly and effectively as possible, check the following before contacting support:
Whether the issue concerns Dashboard or Overview
Whether the widget is based on a bookmarked view from Overview
Whether the bookmarked view still exists
Whether the bookmarked view shows the expected transactions in Overview
Whether the Dashboard widget uses the correct bookmarked view
Whether your user role allows you to customize the Dashboard
Whether the transaction belongs to a sender, group, or account you have access to
If you still need help, include:
Screenshot of the Dashboard
Screenshot of the widget setup
Name of the bookmarked view, if used
Screenshot of the bookmarked view in Overview
Description of the transactions you expected to see
Your user role, if known