To open the Digital Signature Dashboard, in the Inkit web app select Signatures in the left sidebar.

You will be taken to the Digital Signature Dashboard, where you'll see a list of documents you've sent for signature. Each document includes the following details:
- Document Name
- Created By
- Sent
- Status

Applying Filters to Refine Your Document List using the Digital Signature Dashboard

Below, you will find various filters that allow you to refine and organize your document list further. These filters help you narrow down the documents based on specific criteria, such as time period or status.

Sorting Documents by Fields

You can sort the list by clicking on Sent or Status to change the order of the documents.

Filtering Documents by Time Period

To select the period of the statuses, click the period accordion and chose from the following:

Last 7 days
Last 30 days
Last 90 days
This year
All time

Viewing Document Details and History

To get detailed information about a document that you sent out for signature, click the ... menu beside the document and select Details.

The Digital Signature Details dialog box displays with the date and time the signature request was Sent and the Status of the signature request. It also display the following information about the signers:

Signer #
Full Name
Email
Signature Status

To get information about BCCs of the document, click the BCC Recipients tab and the following information will display:

Full Name
Email

To get information about the History of the Digital Signature Document, click the History tab and the following information will display:

Event
Order #
Full Name
Email
Date/Time

To close the dialog box, click Close.

Filtering documents sent out for signature by status

By clicking on a status, you can filter documents that have that status. You can click multiple statuses and remove them by clicking them again. Active filters are highlighted in blue.

You can also filter documents by status by clicking Filters and then clicking the + button by Status and selecting one of the following values from the dropdown box:

Needs your signature
Out for signature
Action required
Signed

Finally, click Apply Filters.

Filtering documents sent out for signature by keyword

To filter documents by keyword, enter the keyword in the Search box.

Filtering documents sent out for signature by sent date

To filter documents by sent date, click Filters.

Then click the + button by Sent Date and enter a range of document sent dates. Finally, click Apply Filters.

Clearing filters

To clear all filters you've added, click Filters.

Then click Clear All Filters.