Dashboard Improvements

Erin Pierce -

We have made some exciting changes to our dashboard that we hope will help you be even more productive! These upcoming changes are laid out below.

Product Column on Your Dashboard:

There is now a Product column on your dashboard so that you can quickly see what type of signing each order is. This column can also be sorted alphabetically by clicking on "Product."

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Additional Dashboard Search Criteria:

With these changes you also now have the ability to search for orders by more criteria. Specifically, you now have two new options in the search drop down menu: client contact last name and product. 

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Recent Activity Updates:

There are a few changes to the recent activity column on your dashboard.

1) Actions in the recent activity column are now specific to the dashboard filter tab you are viewing.

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2) The recent activity column in the Mine tab will show new actions as "unread" indicating that you have not yet seen them. 

recent_activity.png

 

Requires Documents Notification:

Lastly, with these changes, we are also notifying you on the dashboard now if an order requires documents. 

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This will appear on the dashboard for orders that meet the following criteria:

  • A notary has been assigned
  • The doc status has not been set
  • The signing appointment is within 4 business hours from now
By default, these orders will be sorted right below orders with no assigned notary.

 

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