Dashboard

Instructions

When you log on to 2Shakes you will go to the Dashboard where you will see a table of all the Clients you have put into 2Shakes.

  • Search Lets you search on some of the text in the clients name
  • Sort the table by selecting the SortGif button in the header of the table.
  • Filter your search using the From and To Date to restrict your search to a specific date range. Use the tick boxes to select which status types you wish to include in your search.
  • Select Client name will take you go back to where you left of with the agreement
    • If the agreement is in Draft Status clicking on the client name will takes you back to the Add Signatories screen
    • If the agreement is Signing in Process Status it takes you to the Review and Sign screen
    • If the agreement is in Complete Status it takes you to the Agreement Details screen to see authority forms and other details on the agreement.

Tips & Tricks

The Dashboard screen allows you to filter, search and drill down into your clients:

Duplicates: If you renew or change a client there can be multiple entries.  Filter and sort to see which is the most up to date Version

Outstanding: Use the Status to identify what needs further action.

Renewals: You can sort and filter your clients to identity which need to be renewed.

Client Management: By clicking on a client name you go to their Management page, where you can see more information and carry out additional client actions.

Deleting Clients: You can delete any client in the Dashboard with a Draft status. Just click the bin icon next to Draft.  To delete clients with a status of In Progress, click Revert to Draft from the client Management page, then you can delete the draft. Careful: Reverting to draft loses all progress beyond the Draft stage.

Dashboard

More Support?

Didn’t find what you needed here?

  • Contact us and can talk you through what you need to know (Mike@2shakes.co.nz or 021 0699535)
  • Return to our Support Page