When you first log into Centilio Sign, you land on the homepage, which essentially serves as your central dashboard. It’s designed to give you a quick and comprehensive overview of your document activity and provide easy access to all the platform’s features.
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Here’s a breakdown of what you’ll typically find:
Sidebar Navigation
On the left side of the dashboard, you’ll see a sidebar with various tabs. Each tab represents a different feature or section of the platform, making it easy to jump between tasks. These tabs are your primary navigation tools and usually include:
- My Documents: This is where you’ll find a list of all your uploaded files, both current and previously managed. You can choose an existing document or upload a new one directly from here. You’ll also have options to import from cloud services like Google Drive, Dropbox, and other sources, or simply upload files manually from your device.
- Send for Sign: This tab lists all the documents you’ve sent out for signatures. It’s a key area for tracking, as each document’s current status (pending, in progress, or signed) is clearly displayed. This means you always know where your documents stand in the signing process.
- Sign Myself: This section is for documents that have been sent to you for signing.
- Templates: Here, you’ll find a collection of built-in agreement templates, ranging from common legal documents like NDAs to service contracts. This is super handy for quickly creating new documents based on pre-set formats.
- Contacts: This tab holds a list of everyone you’ve interacted with during the signing process. It’s essentially your address book within Centilio Sign.
- Integrations: This section shows you how Centilio Sign connects with other tools you might be using, particularly cloud drives and popular CRM systems.
Main View Summary
The central part of the dashboard provides a summary of your document activity. This typically includes:
- Number of Documents Signed: A quick tally of completed agreements.
- Documents Sent: How many documents you’ve dispatched for signature.
- Uploaded Documents: The total count of files you’ve brought into the platform.
- Minutes Saved on Paperwork: Centilio Sign even tries to quantify your efficiency gains by estimating minutes saved.
This main view is designed to give you a concise overview of your workflow, allowing you to quickly assess your progress and identify any documents that require your attention. The emphasis is on simplicity and providing essential information at a glance, helping you manage your document signing process effectively.
Read more about Centilio Sign Review:
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