Understanding Your Dashboard

Once you're signed in, everything is organized around your organization's dashboard:

• Documents — upload new PDFs and see extraction status and history.
• Clients — the properties and clients your organization manages, and the documents tied to each.
• Audit Log — a chronological record of every document uploaded, processed, or exported in your organization.
• Team — manage who has access to your organization and what role they have.
• Billing — your current plan and subscription, managed through our payment processor's secure portal.

If something you expect to see isn't where you think it should be, check our Help Center or contact [email protected].