---
sidebar_label: Dashboard
sidebar_position: 2
description: Use the DocJacket dashboard to review today's briefing, pending uploads, closings, tasks, waiting items, payments, month stats, and quick actions.
---

<!-- Canonical: https://help.docjacket.com/docs/operations/dashboard -->
<!-- Source: docs/operations/dashboard.md -->

# Dashboard

The dashboard is your daily command center. It shows what changed, what is due, and what needs attention across your transactions.

## First-time view

New users see a guided first step:

- Upload a first contract
- Try a sample contract
- Watch the walkthrough
- Review quick facts about the account

After your workspace has activity, the dashboard shifts into daily operations mode.

## Daily sections

The dashboard includes collapsible sections. Your layout may vary by screen size and plan, but the main sections are:

- **Today's Briefing** - Closings today, overdue tasks, tasks due today, upcoming deadlines, new emails, completed extractions, new assignments, and workload level
- **Pending Uploads** - Documents that finished extracting but have not been saved as a transaction, listing, or update yet
- **Closing Soon** - Transactions with closing dates in the next seven days
- **Tasks** - Tasks due today or overdue and assigned to you
- **Waiting On** - Deals currently blocked, grouped by phase
- **Outstanding Payments** - Logged TC fees that are not paid yet, when the payments widget applies
- **This Month** - New transactions, closed transactions, active volume, and pending tasks
- **Quick Actions** - Shortcuts for common work such as uploading a contract or creating a transaction

## Daily digest

From **Today's Briefing**, you can turn the daily digest email on or off. The digest summarizes the same operational signals in email form.

## Pending uploads

If **Pending Uploads** appears, open it before assuming the upload is finished. A completed extraction still needs review and a final save action before it becomes a new transaction, listing, or update to an existing transaction.

Each pending upload card can show:

- The extracted property address, when DocJacket found one
- The first file name, when no address is available
- The number of documents in the extraction group
- How long ago the upload was created
- Additional file names when the group has multiple documents

Use **Review** to return to the extraction review flow and finish saving. Use **Discard** only when the upload should stop appearing as unfinished work. Discarding a pending upload soft-dismisses the card; it does not delete the underlying extraction jobs or history.

Pending Uploads only appears when there is something unfinished. If there are no unfinished extraction groups, the section stays hidden.

## Tips

- Start with **Today's Briefing** for urgent dates and workload.
- Check **Pending Uploads** if a contract was uploaded but no transaction appears yet.
- Use **Waiting On** to find blocked deals that need follow-up.
- Use **Quick Actions** for upload-heavy workflows.