---
title: Navigating the eSign Portal Dashboard
description: This article will show how to navigate and manage outstanding transactions and view completed documents in the eSign portal dashboard.
---

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2. [eSign Portal](https://knowledge.epicriver.com/knowledge/esign-portal?hsLang=en)

# Navigating the eSign Portal Dashboard

## This article will show how to navigate and manage outstanding transactions and view completed documents in the eSign portal dashboard.

#### Accessing your eSign Portal Dashboard

To access your documents as a remote user at any time, an Epic River Account must be set up. 

> Visit our article on [How to register for an Epic River eSign Portal Account](https://knowledge.epicriver.com/knowledge/esign-portal-registration?hsLang=en) for more information.

1.) Go to [prosign.online](https://prosign.online) and log in with your registered Epic River account.![](https://knowledge.epicriver.com/hs-fs/hubfs/image-png-Apr-22-2021-10-08-07-85-PM.png?width=1531&height=873&name=image-png-Apr-22-2021-10-08-07-85-PM.png)

2.) After logging into the customer portal, the below dashboard will appear. ![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-09-56-45-54-PM.png)

#### eSign Portal Dashboard - Needs Review Tab

The **Needs Review** tab will contain any transactions that have not been completed.

1.) Click on **Continue** under the transaction information.

![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-09-58-19-03-PM.png)

2.) Click on **Continue**.![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-09-58-51-75-PM.png)

3.) Complete the transaction with the Signing Ceremony process.

4.) Once documents are eSigned, you will be prompted to either go back to the dashboard or logout.

- To logout from the eSign Portal, click **Logout.**

 To return to the eSign Portal Dashboard, click **Dashboard.** ![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-10-01-08-16-PM.png)

#### eSign Portal Dashboard - Completed Tab

To view completed documents, click on the **Completed** tab from your dashboard. ![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-10-01-53-91-PM.png)  
1.) Click on **Complete** under the transaction information.      ![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-10-03-39-94-PM.png)

- Click **View** to view the completed document directly within the portal.
- Click **Download** to download the individual document into a PDF formatted file, or **Download All Files** to download all documents into a zip folder of PDF formatted files. ![](https://knowledge.epicriver.com/hubfs/image-png-Apr-22-2021-10-05-36-85-PM.png)

 

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