> **Source:** https://knowledge.leegality.com/document-execution/getting-started/dashboard-overview > **Site:** Leegality Knowledge Base — https://knowledge.leegality.com > **About:** Leegality is a document execution platform covering eSigning, stamps, NeSL, workflows, and REST API integration. > **Navigation:** Every article on this site has a plain-text version at `.txt` (this format). To get an index of all articles with their `.txt` links, read: https://knowledge.leegality.com/llms.txt > **AI Guide:** For instructions on how to navigate this knowledge base as an AI agent, read: https://knowledge.leegality.com/ai-readable.txt --- # Get to Know Leegality Dashboard This guide will introduce you to Leegality’s main interface and its key features, helping you navigate through the platform with ease. ## Top Bar At the top of the screen, you’ll find the navigation bar, giving you quick access to core features: ![Leegality Dashboard](https://knowledge.leegality.com/img/get-to-know-leegality-dashboard.png) 1. **Dashboard**: Access and manage templates, workflows, contact book, and activity logs. 2. **Documents**: Manage your documents, from drafts to completed ones. 3. **Stamps**: Access and manage your stamp series and groups. 4. **\+ Create Button**: Allows you to create: - [New document](https://knowledge.leegality.com/document-execution/getting-started/sending-journey) - [Stamp series](https://knowledge.leegality.com/document-execution/stamps/stamp-series/create-a-stamp-series) and [Stamp group](https://knowledge.leegality.com/document-execution/stamps/stamp-group/stamp-groups) - [Template](https://knowledge.leegality.com/document-execution/template/) - [User](https://knowledge.leegality.com/document-execution/settings/Admin/user-management#create-a-new-user) - [Contact](https://knowledge.leegality.com/document-execution/contact-book) - [Run Workflow](https://knowledge.leegality.com/document-execution/workflows/run-workflow) - [Purchase eSign credits and stamps](https://knowledge.leegality.com/document-execution/getting-started/buy-eSign-credits) 5. **eSign Credits Indicator**: Shows how many credits you have left. 6. **Support Links**: Access resources like Knowledge Base, API Documentation, and Product Updates. 7. **Settings**: Customize your account preferences. More details on Settings. 8. **Profile**: View your profile, switch users, switch to the legacy UI, or log out. --- ## Exploring the Dashboard The Dashboard is divided into five key sections, accessible from the left-side panel: | Section | Description | |-------------------------------------|---------------------------------------------------------------------------------------------------------------------------| | **Home** | **Transactions Overview**: Displays a graph summarizing key transaction data: Invitations sent, signed documents, and completed documents. You can also download these transactions. **Recent eSigning Activity**: Shows the five most recently sent documents, including invitee details and activity type. | | [**Activity Logs**](https://knowledge.leegality.com/document-execution/activity-log) | Comprehensive logs recording all account activities, including invitations, payments, stamps, workflows, and more. | | [**Templates**](https://knowledge.leegality.com/document-execution/template/template) | Stores all your templates. You can create, edit, and manage templates. | | [**Workflows**](https://knowledge.leegality.com/document-execution/workflows/overview) | Provides access to all saved workflows. You can run, download API payload, and edit workflows. | | [**Contact Book**](https://knowledge.leegality.com/document-execution/contact-book) | Stores invitee contact information. You can add contacts using the Create button or import contacts in bulk using an Excel file. | --- ## Documents Section The Documents section provides a centralised view of all your documents and their current status. Learn more about in [Manage Document](https://knowledge.leegality.com/document-execution/manage-documents/overview). ![Documents Section](https://knowledge.leegality.com/img/getting-started-guide-documents.png) ### Documents - **Sent:** Documents you have sent for signing or review but are not fully executed. - **Received:** Documents you have received for signing or review. These remain in the Received folder until all invitees have completed their actions. - **CC:** Documents where you are marked as a CC invitee. - **Drafts:** Documents that were initiated via a new document or workflow run but were not sent. > **Note:** Invitee and document-level configurations made during the sending journey are not retained. - **Completed:** Documents where all invitees have signed. - **Expired:** Documents where the signing or review invitation has expired. ### Quick Access - **Action Required:** Documents awaiting your action, such as signing, reviewing and/or drafts waiting to be sent for signing. - **Waiting for Others:** Documents you sent that are pending signatures or reviews from others. - **Expiring Soon:** Documents that will expire in a few days and may require action from you or other invitees. - **Failed:** Documents that expired due to reasons like invitation timeout, retry attempt exhaustion, or certificate details mismatch. - **Rejected:** Documents you sent but were rejected by the reviewer. --- ## Stamps Section ![Stamps Section](https://knowledge.leegality.com/img/getting-started-guide-stamps.png) The Stamps section provides an overview of your stamp series and groups. From here, you can: - View denomination values for stamps - Track stamp status (unused, reserved, used, blocked) - Purchase more stamps - View consumption history - Extend stamp expiry For more information, check out [Stamps](https://knowledge.leegality.com/document-execution/stamps/stamps).