Understanding Your Xodo Sign Dashboard

When you log in to Xodo Sign, you land on the Dashboard — your central hub for managing documents, templates, and account settings. This article explains the main areas of the interface.

Left-Side Navigation

The left sidebar gives you quick access to all the major sections of Xodo Sign:

• Dashboard — Overview of your document activity, quick-action cards, and recent activity.
• Documents — View and manage all documents in your account, including drafts, in-progress, and completed documents.
• File Editor — Open the built-in document editor to write, draw, redact, or annotate files before sending.
• Templates — Create and manage reusable document templates.
• Import Templates — Import templates from DocuSign or other sources.
• Contacts — Manage your saved signers and recipients.
• Team — Invite and manage users in your business account.
• Trash — View and restore recently deleted documents.
• Business Settings — Configure your workspace preferences, branding, signing settings, and more.

Dashboard Overview

The Dashboard shows you the most important information at a glance:

• Quick-action cards — Cards to Start a Document, Create a Template, Edit a File, or Add a Contact.
• Documents widget — See how many documents are awaiting your signature, waiting for others, or completed.
• Recent Activity — A feed of the latest actions taken on your documents.
• My Signature — View or update your default saved signature.
• Documents sent this month — Track your document usage.
• Business Account info — See your current subscription plan and logged-in account.

Starting a New Document

To create a new document, click the + New button in the top navigation bar, or click New Document from the Dashboard. This opens the New Document page, which uses the new Guided Send flow: 1. Edit → 2. Prepare → 3. Review.

On the Edit step, you upload your files, add recipients, name your document, and choose how to send it. See How to Send a Document for Signature for a full walkthrough.

Settings: User vs. Business

Xodo Sign settings are organized into two levels:

• User Settings — Personal preferences that only affect you, including notification settings and your saved signatures and initials. User Settings also include a Documents View option where you can switch between the latest guided document view and the classic view.
• Business Settings — Preferences that apply to the current business workspace: General Preferences, Signing Preferences, Delivery Preferences, Expiration & Reminders, and Branding.

To access Settings, click Business Settings in the left navigation bar.

Related Articles

• How to Send a Document for Signature
• Getting Started: Creating Your First Document