📖 Table of Contents
The Workflow Dashboard lets you track all your workflow sessions, from verification to signature, in one central place. Quickly see which sessions are completed, ongoing, blocked, or awaiting action, and pinpoint exactly where an issue occurred. Use it to troubleshoot faster, maintain smooth operations, and keep your processes moving.
For a deeper understanding of what each status means for verification and signature steps, see Track Workflow Session and Action Group Statuses.
Prerequisites
Access: Your organization must have Workflows enabled.
At least one Workflow Template must be created via the API.
Only Admins and Owners can view the Workflow Dashboard.
If you don’t see the dashboard, contact your Yousign representative.
Permissions: Your visibility depends on your workspaces and role. Learn more in Explore Admin Settings.
Step-by-Step Instructions
1) Open the Workflow Dashboard
Sign in to your Yousign account.
In the left navigation, go to Workflows.
The dashboard opens with a list of sessions associated with your Workflow Templates.
2) Search for a session by name
Select the Workflow Template you want to check.
Use the search bar above the session list.
Enter the session name to locate it.
3) Understand session statuses
Completed: All steps in the workflow finished successfully.
Ongoing: The session started and is still processing one or more steps.
Blocked: At least one step encountered an error.
Awaiting: No actions have started yet.
💡 Tip: For detailed explanations of status icons for verification and signature steps, see Track Workflow Session and Action Group Statuses.
4) Open a session to view steps and failure reasons
Click a session in the list to open its details.
Review each step (for example: verification, then signature).
If a step failed, locate the failure reason to help resolve the issue.
FAQ
I don’t see the dashboard in my account. Why?
The dashboard is available only for organizations with Workflows enabled. If your plan or setup doesn’t include it, you’ll see a welcome screen instead. Contact your Yousign representative for access.
I can’t find my session with the search. What should I do?
Make sure you’re entering the exact session name. Verify you are searching in the correct Workflow Template and workspace, and that you have the necessary permissions: Explore Admin Settings.
What does “Blocked” mean, and what should I do next?
“Blocked” means at least one step was not completed. Open the session, identify the failed step, and read the reason provided.
Can I filter or export sessions?
Currently, you can search by session name only. Filtering, exporting, and reporting features are not available.