After you sign in you land on your dashboard. At the top you see your current plan, how many documents you sent this month out of your allowance, and how many were completed. The menu gives you everything else:
- New document starts a new signing workflow.
- My Documents lists everything you sent and everything you were asked to sign.
- My Templates keeps contracts you send again and again.
- Clients keeps the people you work with and their details.
- Cards, Properties and Vehicles keep other records you fill into documents, on the Business plan.
- Account opens your settings, the invite program, this guide, and sign out.
On a phone, the menu opens from the button at the top of the screen.