Home Dashboard

When a number on the Home page doesn't match what you expect, it's almost always a difference in what's being counted — not a lost transaction, task, or doc. Here's what each mismatch means. A Task I Just Completed Is Still Counted The Home pag...

Recently Viewed holds five transactions, updates itself as you work, and can't be pinned or cleared. Answers to the common questions about what's on the list and why. How many transactions does Recently Viewed show? Five. They're the five you...

Recently Viewed keeps your last five transactions one click away on the Home page, so picking up where you left off doesn't mean searching for it again. Introduction Most days you're moving between the same handful of files. Recently Viewed is ...

The blocks count closings, tasks, and docs against what your role can see, and each one opens in place or links to its full page. Answers to the common questions about what the numbers mean and what you can change. Can I add my own stat blocks to...

Your Home page opens on a row of live counts: closings this week, tasks due today, docs waiting on you — so you can see what needs attention before you click into anything. Introduction You open Pipeline and the first question is the same as ye...

Pipeline tells you when something has shipped. A What's New tile appears on your Home page and takes you straight to what changed. Introduction You log in, something looks different, and you'd like to know what it was. Or you've had a head-down ...