ContractSafe Dashboard

When you log in to ContractSafe, your Dashboard is the best place to check out what's happening on the account.

Here's a quick video introduction of the Dashboard Page

The Dashboard page is a handy snapshot of your account.  There are 4 key areas:

1. Folders, Tags & Counterparties. Account Owners and Admins can see each Folder, Tag, and Counterparty, how many documents there are and how many people have permission to see them. Click on any Folder, Tag or Counterparty to see all those documents. Other users can only see the folders and tags they have been given access to. 
2. Key Dates.  You can quickly see any upcoming contract dates at a glance, or switch over and take a look at any contract dates that may have just passed.
3. My Pending Approvals & Saved Views. My Pending approvals is the area where documents sent for your approval will appear for quick access. Saved Views are customizable viewing templates for your Contracts List so that only the most pertinent information is displayed in each view. Here, you can find the different Views you have created or which have been shared with you. You can toggle between different Views depending on what details you want to focus on when looking at your contracts. 
4. Recent Activity.  This area shows you the audit trail for user activity, contract activity, and (importantly!) if any documents were deleted. Only Account Owners, Admins, and Department Admins can see this.

Please reach out to support@contractsafe.com for any questions.