What information can I find on my dashboard?

Your Virtual Terms dashboard provides key information to efficiently manage your agreements:

At the top of your Dashboard, there are several features to help you find and manage your agreements.

Date Filter. Adjust to view agreements by day, week, month or all.
Agreement Counter. Tracks the number of draft, sent, and signed agreements (based on the date filter selected).
Need Your Attention Filter. Filter to agreements that are back in your court (i.e., you received comments or it's your side’s turn to sign).
- You will also see notification alerts on your Dashboard link.
- Look for the agreements with a Needs Response or Sign Now status.
Search. Search by agreement name or party name.

In the agreement list, your agreements are listed with the most recent at the top. For each agreement, you’ll see:

Agreement Name. The name you gave to this agreement when you created it.
Type of Agreement. The type of agreement (i.e., NDA, Consulting, etc.)
Last Modified Date
Counterparty’s Name. The name of the other side to the agreement (as updated by the other party after they review it).
Recipient’s Name. The name of the person you sent it to for review.
Status Flag. A status flag for each agreement. Those statuses include:
- Draft: You’ve started it but have not completed or sent it.
- Draft Complete: You’ve created and completed it but have not sent it.
- Sent. You’ve sent it, but they haven’t signed yet.
- Sign Now: They’ve signed, and it’s your side’s turn to sign.
- Signed: Both parties have signed.
Info Button. You may also see an (i) button. Hover over it to show whether the other side updated their party name or forwarded it for another person’s review. Click on the pop-up for further information.

Displays important notifications and reminders related to your agreements, including alerts for pending actions or upcoming deadlines.