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Understanding the Real-Time Dashboard in Blueink
Understanding the Real-Time Dashboard in Blueink

In this help article, we will explain the Real-Time Dashboard in Blueink and how it helps you manage your envelopes more efficiently.

Scott Gentry avatar
Written by Scott Gentry
Updated over 2 weeks ago

Introduction:

In this help article, we will explain the Real-Time Dashboard in Blueink and how it helps you manage your eSignature processes more efficiently. The Real-Time Dashboard is a feature within Blueink that provides an overview of all your envelopes with different statuses, as well as detailed information on individual envelopes, signers, and real-time updates.

What is the Real-Time Dashboard?

The Real-Time Dashboard in Blueink is a centralized location where you can find and manage all your envelopes, including those that have been canceled, drafted, sent, started, and completed. By clicking on an individual envelope, you can access real-time information about the signer(s), an event log, a live view of the document, the ability to download a copy of the completed PDF(s), and edit the Signer's information.

Using the Real-Time Dashboard:

The Real-Time Dashboard allows you to monitor and manage your envelopes effectively. Follow these steps to access detailed information on individual envelopes:

Step 1: Select an envelope

1.1. On the Real-Time Dashboard, locate the envelope you want to view in detail. You can search for a specific envelope by filtering the envelopes by status, templates, or tags.

Step 2: Access envelope details

2.1. Click on the desired envelope to open the "Envelope Details" page. This page provides real-time information about the signer(s) status, an event log, a live view of the document, and the ability to download a copy of the completed PDF(s) and edit the Signer's information.

Conclusion:

The Real-Time Dashboard in Blueink is a powerful tool for managing your eSignature processes and keeping track of your envelopes' progress. By understanding how to access and use the Real-Time Dashboard, you can effectively monitor and manage your envelopes in real-time. If you have any questions or require further assistance, please refer to Blueink's support resources or contact the support team.
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Real-Time Dashboard How-To:

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