Tips & Tricks: How to Use Dashboards to Manage E-Signature Transactions

Dilani Silva, June 2, 2016

A dashboard is an easy to read, one page summary of key information. It gives a snapshot of the user’s system with a quick and immediate glance of account activity. You can easily track all your incoming and outgoing transactions all in one place! With the dashboard, real-time data is available to you for intelligent decision-making about all of your e-signature transactions.  

Let me walk you through our new centralized dashboard in eSignLive.

Overview of the Dashboard in eSignLive


  • The dashboard includes three main sections: Account Summary, My Transactions, and Recent Transactions. All of these sections are updated in real-time with the latest transaction activity data.

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  • The Account Summary graph provides a 30-day snapshot of all transactions for all users in the account. View transactions that are in progress, completed, in draft mode, and cancelled.

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  • Click the pie chart to get access to the Account Summary Report. Enter a date range to filter your transactions and get automatic visibility into the status of your transactions.

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  • The My Transactions section shows your transactions in the last 30 days. View transactions that require your signature, and ones that are in progress, completed, or about to expire.

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  • If you’d like to see just a snapshot of your last 10 transactions, you’ll find them at the bottom in the Recent Transactions section.

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  • Simply click ‘View All’ to retrieve your full transaction list. Filter your transactions by status and even view transactions in your inbox, drafts, archived or trashed items.

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With the dashboard, data is presented in an intuitive way to help you manage all your critical e-signature transactions in one place.

Check out the video tutorial below to see how dashboards manage your e-signature transactions. Sign up for a 30-day free trial of eSignLive.  

Video: How to Use Dashboards to Manage E-Signature Transactions



Electronic Signature

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Dilani Silva is a Product Marketing Manager at OneSpan. In her role, she manages and executes the go-to-market strategy, positioning, messaging and sales enablement for OneSpan’s e-signature solution, OneSpan Sign.