Understanding EzSignly Dashboard
This is your command center for faster, smarter Electronic Signatures; everything you need, exactly where you expect it.
The moment you log into EzSignly, you're greeted by a clean, intuitive dashboard designed to give you complete visibility over every document in your signing workflow. Here's a breakdown of what each feature does and how it powers your day-to-day document management.
Left Sidebar Navigation
The sidebar is your primary control panel, organized for fast access:
- Dashboard:Your home base. Get an instant snapshot of all document activity and signing trends at a glance.
- Templates: Build reusable document templates to eliminate repetitive setup and accelerate recurring workflows like onboarding or vendor agreements.
- Bulk Send:Send a single document to hundreds of recipients simultaneously. Perfect for company-wide policy rollouts or mass client agreements.
- Documents:Access, manage, and track every document you've sent or received. Filter by status to find exactly what you need in seconds.
- Subscription & Usage:Monitor your plan, envelope usage, and upgrade options in one place.
- Members: Add team members, manage user access, and collaborate across departments without sharing login credentials.
- Roles: Define permission levels for each team member, ensuring the right people can only access what they're authorized to see or sign. This is the foundation for setting up a Create Sequential Signing Package, where signers act in a defined order based on role.
- ProfileUpdate your personal details, timezone, and notification preferences.
Document Stats Panel
Four live metric cards sit at the heart of your dashboard:
| Metric | What It Tracks |
|---|---|
| Total Documents | Every document uploaded or initiated on your account |
| Signed Documents | Completed agreements with full Electronic Signatures captured |
| Pending Documents | Awaiting action from one or more signers; your follow-up queue |
| Expired Documents | Signing requests that passed their deadline, requiring reactivation |
Document Trends Chart
The visual trend graph tracks your document activity over time, helping you identify peak signing periods, measure team productivity, and forecast workflow demand.
Envelope Manager (Top Right)
The Pending Envelopes Remaining indicator shows how many sends are available under your current plan, with a one-click "+ Add Extra Envelopes" button to scale instantly, no plan upgrade required.
Recent Activity Feed
A real-time log of every signing action like sent, opened, signed, declined, gives you a transparent, timestamped record. This feed is the starting point for understanding signing sequences explained: who acted, when, and in what order.
Whether you're just getting started or scaling a high-volume signing operation, the EzSignly Dashboard puts the controls exactly where you need them, simple, powerful, and built for the speed modern business demands.
Leave the paperwork to EzSignly
Sign documents faster, automate workflows, and focus on growing your business.