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Getting started
Reading your dashboard
The dashboard (Dashboard in the sidebar) is your morning coffee view:
- Stat tiles: open files, documents waiting for review (including unsorted uploads), stale documents, and quiet borrowers.
- My files needing attention: files assigned to you with something to review, something stale, or a long-waiting item.
- Documents awaiting review: oldest first, so nothing rots at the bottom.
- Going stale soon: accepted documents whose freshness window ends within 14 days.
- Quiet borrowers: people with outstanding items who haven't visited or uploaded in 5+ days — the ones worth a personal call.
If you've used 80% of your plan's active files, a banner appears here with a one-click path to the billing page.