Dashboard Guide
The dashboard is the main workspace in the Sertifi portal. From here, you can:
Check on the status of documents you've already sent
View tasks assigned to you
Examine reports on signature documents
Power and Super Admins can review what other users of the portal have sent
Note
Your dashboard will have different elements and options depending on your user role. For example, a standard Admin account's portal will have fewer elements than a Super Admin. Learn more about the different Roles in your portal.