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Sertifi Support Site

Dashboard Guide


The dashboard is the main workspace in the Sertifi portal. From here, you can:

  • Create new documents and folders for signatures

  • Check on the status of documents you've already sent

  • View tasks assigned to you

  • Examine reports on portal activity

  • Review what users of your portal have been sending (Power and Super Admins only)


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.