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Getting Started

How do I navigate the Dashboard?

The Dashboard is your central hub for managing all agreements:

  • Agreement Cards: Each agreement appears as a card showing its title, status, and creation date.
  • Filter Tabs: Use tabs to filter by status (All, Drafts, Active, Completed).
  • Search: Quickly find agreements by typing in the search bar.
  • Quick Actions: Click the three-dot menu on any card for quick actions like Edit, Copy Data, or View.
Tip: Click on any agreement card to open its full summary page with all details and actions.

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