Understanding Your FileSeal Dashboard

Master your FileSeal dashboard to efficiently manage document requests, track client interactions, and maintain professional workflows.

Dashboard Overview

Your dashboard provides a centralized view of all document requests with real-time status updates and professional management tools.

Key Dashboard Elements

1. Status Overview Cards

   • Total requests created
   • Pending client responses
   • Completed document seals
   • Downloaded files

2. Request Management Table

   • Client names and request details
   • Status indicators (Pending, Sealed, Downloaded, Expired)
   • Creation dates and expiry times
   • Quick action buttons

3. Professional Branding

   • Your professional title display
   • Company information integration
   • Customised client messaging

Request Status Indicators

🟡 Pending

• Meaning: Request sent, awaiting client upload
• Client Action: Upload link active
• Your Action: Monitor and follow up if needed

🔵 Sealed

• Meaning: Documents uploaded and encrypted
• Client Action: Complete - link now inactive
• Your Action: Download documents securely

🟢 Downloaded

• Meaning: You've downloaded the documents
• Client Action: Complete
• Your Action: Documents available in your system

🔴 Expired

• Meaning: Time limit exceeded before upload
• Client Action: Link no longer works
• Your Action: Create new request if needed

Navigation & Actions

Creating New Requests

1. Click "Seal New Request" button
2. Fill client details and message
3. Set expiry timeframe
4. Send secure upload link

Managing Existing Requests

• View Details: Click request row for full information
• Download Files: Click download button when status is "Sealed"
• Cancel Request: Use cancel option for active requests
• Extend Deadline: Create new request with updated timeframe

Filtering & Search

• Filter by status (All, Pending, Sealed, Downloaded, Expired)
• Search by client name or email
• Sort by creation date or expiry time

Professional Workflow Tips

Best Practices

1. Regular Monitoring: Check dashboard daily for new uploads
2. Prompt Downloads: Download sealed documents quickly
3. Client Follow-up: Contact clients with pending requests near expiry
4. Organised Naming: Use consistent client naming conventions

Time Management

• Set calendar reminders for request expiry dates
• Batch process downloads during quiet periods
• Use email notifications for immediate alerts
• Archive completed requests regularly

Mobile Dashboard Access

Your dashboard is fully responsive for mobile professional use:

• All functionality available on mobile devices
• Touch-optimised interface
• Quick status checks on the go
• Secure mobile downloads

Dashboard Settings

Customise your dashboard experience:

• Email notification preferences
• Default request expiry times
• Professional branding display
• Client message templates

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Next Steps: Learn to create your first request or explore the complete request workflow.