The new Home page (replacing the Dashboard page) has been designed to better expose the common features that users need on a regular basis.
The new Home page is not in parity with the classic page.
Given the complexity of the many features on the Dashboard, the Home page is being released in stages to allow a cleaner “burn-in” time, and isolation of problems if any surface.
An option to flip between the new and classic experience is exposed in the upper-right corner of the page.
Options in the More things you can do section are visible only when the user has the authority to access the feature.
Feature access is controlled by admins at the account level (in the Global Settings) or the group level (in the Group Settings).
Get others to sign - "Get a Document Signed"
Sign Yourself - "Fill & Sign"
Manage and track agreements - "Manage"
Create document templates - "Add Template to Library"
Create web forms - "Create Web Forms" (Previously known as "Widgets")
Send in bulk with Mega Sign - "Mega Sign"
Customize your experience (Visible to Admins only)
The Customize your experience button opens a small dialogue box that links to the two most common configurations that users typically want to employ as quickly as possible:
- Add your signature to your profile - This opens the in-app page that controls the signature file for the user (that is currently logged in)
- Add your company logo - Opens the in-app page to upload a logo for the account
Below is the list of advanced features that are expected to be included over the next several release cycles.
Customers that leverage these features should continue to use the classic interface.
Advanced Account Sharing
Send from Library
Use a workflow
Events and Alerts
The below elements are being removed from the Home page, and are not expected to be available in the completed version of the page.
Your Activity for Last Month
The activity report on the Dashboard is being removed.
Users that want to continue to review this information can set up regular reports either on the reports tab, or by using the reports feature of Events and Alerts