Understanding the dashboard
3 min read
Updated Apr 13, 2026
The authenticated Signelio workspace is organized around route-specific boards instead of a single generic list. Once you know what each root owns, it becomes much easier to track active work and follow up at the right time.
Before you begin
An authenticated Signelio session
At least one document in draft or sent state if you want live examples
A clear sense of whether you are acting as sender or recipient
Documents and Sent
Documents is your broad sender workspace for drafts and recently touched packages.
Sent focuses on packages that are already in motion, including resend, reminder, and void actions.
Inbox and Pending
Inbox highlights packages waiting on you as a recipient or participant.
Pending helps senders focus on packages waiting on others so follow-up work stays visible.
Completed and Settings
Completed is the artifact archive for signed PDFs, certificates, manifests, and audit-oriented actions.
Settings owns profile, notifications, compliance, security, and billing. It uses its own shell so workspace settings stay separate from the main document boards.
Pro Tips
Use Sent when you need delivery actions, not Documents.
Use Completed when you need artifacts or evidence instead of current workflow state.
Keep settings changes inside the settings shell so workspace defaults stay easy to audit.
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