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

Dilani Silva, June 2, 2016
Thumbnail

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.

Blog image 1  

  • 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.

Blog image 2  

  • 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.

Blog image 3  

  • 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.

Blog image 4  

  • 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.

Blog image 5  

  • 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.

Blog image 6  

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

The Beginner's Guide to Electronic Signatures

This comprehensive, 31-page beginner’s guide to electronic signatures introduces important legal concepts and key considerations when creating digital business processes with e-signatures.  

Download Now

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.