Dashboard Tour

Learn your way around the SignetX dashboard — where everything is and what it does.

Main Navigation

The sidebar on the left is your main navigation. Here's what each section does:

Dashboard (Home)

Your overview page. Shows contract stats (total, drafts, sent, signed), recent contracts, and quick action buttons to create new contracts.

Contracts

All your contracts in one place. Filter by status (draft, sent, signed, completed, archived). Search by title or party name. Click any contract to view, edit, sign, or send it.

Templates

Browse the template library. Categories include NDA, employment, service agreements, and more. Click a template to start a new contract from it. You can also request new templates here.

Team

Invite team members, manage roles, and collaborate on contracts. Available on Business and Business Max plans.

Billing

View your current plan, upgrade or downgrade, apply coupon codes, and manage your subscription.

Settings

Update your profile, timezone, custom branding (logo & colors), notification preferences, and security settings.

Support

Create support tickets and track their status. Priority support available on Business and Business Max plans.

Developer (if applicable)

If you're on a developer plan, this section shows your API apps, AI provider keys (BYOK), and usage analytics.

Quick Actions

  1. 1

    Create a new contract

    From the dashboard, click "New Contract" to see three options:

    • AI Wizard — Chat with AI to describe your contract
    • From Template — Pick a template and fill in fields
    • Upload & Analyze — Upload an existing contract for AI analysis
  2. 2

    Search contracts

    Use the search bar at the top to find contracts by title, party name, or content. Results update as you type.

  3. 3

    Check notifications

    The bell icon in the top bar shows notifications — contract signed, email opened, contract shared, and more. Click to view all notifications.

Pro tip

Your dashboard stats update in real-time. When a contract is signed or an email is opened, you'll see the numbers change and a notification appear.
Dashboard Tour — SignetX Docs | SignetX