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ATLAS Firma Dashboard Follow

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Stephanie Cryder
  • Updated
Pre-requisites: Okta account
    Topics Covered
  • ATLAS Firma Dashboard
  • Filtering Forms
    Target Users
  • All Users
    Required Permissions
  • Okta

 

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The dashboard provides an at-a-glance view of your Forms.  It provides multiple viewing options, depending on the needs of the user. 

 

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The default view is set to ‘All’ and allows users to see every form s/he authored or is required to sign.  

 

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Forms that require action are highlighted in yellow.  Additionally, a yellow banner will be displayed at the top of the page, notifying users of the number of forms awaiting a signature. 

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FILTER BY TYPE:

To view only one type of form, users can filter forms displayed in the dashboard by selecting Archived, Completed, Draft, Rejected, or Awaiting Signature.

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FILTER BY DATE:

Users can also filter by date.  Simply type in or select the 'From Date' and 'To Date' to filter the forms by date range.

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