Get a quick status overview
At the top of the Dashboard, you will find key metrics that highlight the current status of your transactions:
My started transactions – Transactions you have initiated
My rejected transactions – Transactions that have been declined by recipients
My expired transactions – Transactions that were not completed in time
Each metric is based on activity within the last 60 days, allowing you to quickly identify if any actions are required.
Take action directly
The Quick actions section provides shortcuts to the most commonly used features:
Sign – Start a new signing process
Secure file transfer – Send files securely without requiring a signature
Forms – Create and send forms for data collection
Mail merge – Send documents to multiple recipients at once
Validate CPR – Validate CPR numbers (if enabled)
These shortcuts help you initiate workflows faster without navigating through multiple menus.
Monitor activity over time
The Transactions overview section gives you insight into your activity trends.
You can:
View transaction activity for a selected period (e.g. This month)
Track usage across different transaction types such as signing, file transfer, forms, and CPR validation
This makes it easier to understand how your organization is using Addo Sign and identify patterns in your workflows.
Why use the Dashboard?
The Dashboard is designed to:
Provide a centralized overview of your transactions
Make it easy to identify pending or problematic transactions
Give quick access to key features
Support a more efficient and streamlined workflow
By using the Dashboard actively, you can reduce manual follow-ups and ensure that your processes move forward without delays.