A Tour of the Dashboard

Find your way around templates, submissions, search, and the create and upload actions.

After sign-in you land on the dashboard. It has two views — Templates and Submissions — switched with the two icons in the top-left corner. ThorDocs remembers which view you used last and brings you back to it.

  1. Browse the Templates view

    The grid shows your folders first, then individual document templates with their owner and last-updated time. A padlock on a card means per-template access control is active for it. Use the search box to filter by name, UPLOAD to turn an existing PDF or Word file into a template, CREATE to start a blank one, and TEMPLATE BUNDLES to manage multi-document packets.

    Templates view of the dashboard with folder and template cards
  2. Switch to the Submissions view

    Select the list icon next to the grid icon to see every signature request you have sent — who received it, its status, and quick actions. This is the view to use when your question is "where does that signature stand", not "where is that template".

    Submissions view of the dashboard
  3. Jump back home from anywhere

    The ThorDocs logo in the top-left corner always returns you to the dashboard, and the Settings link in the top-right opens your profile and account pages.

Find your way around templates, submissions, search, and the create and upload actions.

Sign in with your Trinity Medical Management account to follow along.

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