A tour of the dashboard
The dashboard at /app/ is home base. The sidebar holds New, Create with AI and your lists; the top bar has search (⌘K), the AI menu, notifications and help. The home page shows what needs your attention, quick tools and your recent documents.
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On this page (3)
The home page
- Needs your attention: documents waiting for your signature, requests about to expire, declines, and a Pick up where you left off link to the last document you worked on.
- Start something: an Upload or drop card plus quick tools (Rearrange, Merge, Fill link, Sign yourself, Request signatures, Split, Compress) and All tools.
- Your recent documents, with tabs for Recent, Action required, Drafts, Waiting for others and Finalized, then a strip of templates to explore.
The sidebar
| Section | What's in it |
|---|---|
| Top | Search (opens ⌘K), New (Upload files, Blank document, From a template) and Create with AI |
| Dashboard | The home page |
| Personal | My documents (with your folders), Templates, Fill links, Shared with me, Sent, Received, Contacts |
| AI & automation | Workspaces, Extractions, Workflows, Link activity |
| Team | Team Documents and Templates (only when you're in a team) |
| Bottom | Trash and Settings |
The name at the top of the sidebar is the workspace switcher. If you're in a team, use it to show Everything, only your Personal documents, or only the team's (how the switcher works).
The top bar
- Search documents, tools, pages… opens the command palette. Press ⌘ K (or Ctrl K) from anywhere. It finds documents, tools, templates and official forms, and runs actions like Upload files or Plan & usage.
- The sparkles button opens the AI assistant menu: Create a document, Chat with a PDF and Summarize a PDF. The pill next to it shows your AI credits.
- The bell shows Notifications: who opened, signed or declined what you sent, and new form responses. Click Mark all read to clear it on all your devices. Guests don't have notifications (more about notifications).
- The question mark opens the Help panel: search articles, see Help for this page, Browse topics, or use Contact support, Keyboard shortcuts and What’s new. The sidebar's Help & support opens the same panel (how the help panel works).
- The account menu has Profile, Plan & usage, Data & privacy and Log out.
On a phone, the sidebar becomes a tab bar with Home, Documents, Inbox and Account, and Create adds Scan with camera.
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- Find and organize your documents: folders, tags, search and trashEverything you upload, create, sign or send is in My documents. Sort it into folders and tags, filter by status or name, and search everything with ⌘K. Deleted documents stay in Trash for 30 days, where you can restore them.
- Keyboard shortcutsPress ? anywhere in the dashboard or the editor to see the shortcuts for that screen. The essentials: ⌘ K to search, U to upload, T for text, S to sign, ⌘ Z to undo and Tab to move between form fields.
- What PDFBetter is and the fastest way to startPDFBetter is a PDF editor in your browser: edit text, fill forms, sign, request signatures, convert, organize pages and ask AI questions with page citations. The fastest start is to drop a PDF on the home page or the dashboard; it opens in the editor.
- Open the AI assistant and what each tab doesIn the editor, click the yellow ✨ AI assistant button in the top bar (or More (⋯) → AI assistant). From the dashboard, use the ✨ AI assistant menu and pick a document. The panel has nine tabs, from Ask to Scan.