How to read contract information on the dashboard

How it’s done

When you access the Smart Manager, you will be directed to the home screen, or the Dashboard, which contains a summary of each section of the registered catalog.

1) Contracts

In the Contracts section, you will see at the top the total number of contracts registered in the system. In the line below, the items that need attention are highlighted in red until all corrections are made.

• (1) NO PARTIES: Contracts that do not yet have information on the holders/parties involved.
• (2) NOT STARTED: Agreements that have not yet been sent for signature.

To access these agreements, simply click on the highlighted number and choose an agreement from the list to see more information.

This list can also be accessed in the “Contracts” section, searching in the search field for the command “NOT:DIGITAL_SIGN_DATA”

• (3) WAITING for SIGNATURES: Agreements sent for signature, but with pending signatures.

To access these agreements, simply click on the highlighted number and choose an agreement from the list to see more information.

This list can also be accessed in the “Contracts” section, searching in the search field for the command “DIGITAL_SIGN_DATA.STATUS_ID:3”

• (4) SIGNED: Signed contracts

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