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Home Page Dashboard

Forum|Forum|2 years ago
March 27, 2024
16 replies
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Recent “enhancement” has eliminated my DocuSign Dashboard on the Home page - I now get a screen about sending envelopes. I don’t send envelopes, but receive them for signature and keep track of those signatures coming after mine. This was conveniently seen on the Home page dashboard, but is now missing. How do I get that back?

Best answer by Vinicius.Rodrigues

Hi everyone,

Was there a solution to this? My boss is experiencing the same issue and I’d like to know if there was any solid solution to this.

Kind regards,

AJ Harris

Hi @AJH4rris !
Most part of the cases, the issue is because the user is accessing a free account instead of a corporate account. The easiest way is to check the account number under the User Preferences or check if there is this message below:

It’s important to remember that Docusign allow a user has more than one account linked to the exact same email address.

If this is the case, your user can try to use the Switch Account or reach out to Customer Support asking to close this free account.

Show previous replies

Vinicius.Rodrigues

Docusign Employee

My VP is experiencing the same thing. When he signs in he likes to see the summary bar at the top but it no longer shows up. How can I help him get that back?

@SusanS , if your VP is facing this situation below (cannot see the menu on the top), it means he needs to zoom out the page or try a bigger monitor/screen. This menu will only appears if all options together can fit in the screen at the same time.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Y

YairC3ntro

Newcomer

Good afternoon everyone,Regarding the dashboard, how can I change the display period?

Vinicius.Rodrigues

Docusign Employee

Good afternoon everyone,Regarding the dashboard, how can I change the display period?

Hi @YairC3ntro !
Currently, is not possible to change this period. However, you can use the Report menu to get customize information about your agreements.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

Melanie.Panguito

Docusign Employee

Hello @YairC3ntro,

How are you? I'm checking in to see if you still need assistance. If you run into any issues, we're happy to help with those here. Wishing you a smooth rest of your day!

Sincerely,

Melanie | Docusign Community Moderator

N

NicoleP

Newcomer

I am also having the same issue.

The dashboard summary banner as now disappeared. This is not a free account but the corporate account.

How do you bring it back?

M

Melanie.Panguito

Docusign Employee

Hello @NicoleP, glad you checked in!

That view shows the updated Homepage. You can find more information in the Release Notes

The Dashboard summary banner is now displayed as the new Overview on the right side of the screen.

Regarding switching back, could you check if there’s a toggle at the bottom of the homepage that lets you turn the new homepage experience on or off?

Regards,

Melanie | Docusign Community Moderator

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.