> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowsign.app/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Flowsign is one word with a lowercase s.
> The REST API base URL is https://my.flowsign.app and every endpoint lives under /api/v1.
> When answering API questions, cite the HTTP method and endpoint path.
> API access needs the Enterprise plan and an API key with the API access permission.

# Home

> Your account's landing page: status summary, latest changes, a quick snapshot and your recent history.

**Home** is the first page you land on after signing in. It summarises what is happening across your packages and gives you quick access to create a new one.

<Frame caption="Home, with package stats across the top and recent activity below.">
  <img src="https://mintcdn.com/doc-a97e5290/PTzM8Xl3JBDj-Kc9/images/guides/general/home.png?fit=max&auto=format&n=PTzM8Xl3JBDj-Kc9&q=85&s=44b0b3bd1698a9838ae445079d1e7767" alt="The Flowsign home page showing package stat cards, latest changes and a quick snapshot chart" width="2880" height="1800" data-path="images/guides/general/home.png" />
</Frame>

## Banner

A banner introduces Flowsign with an **Explore Flowsign** button that opens the product walkthrough dialog. You can dismiss the banner, and it stays hidden after that.

## Greeting row

Below the banner, a greeting shows your first name alongside these actions:

* A **Viewing** control, shown only if your role has the `canViewAllPackages` permission (see [Viewing your team's packages](#viewing-your-teams-packages)).
* The **New Package** split button, which opens the [package creator](/guides/packages/create-package). Its menu also offers **Send from Template** and **Create Template** when your role allows them. It only appears if your role has the `canSendPackages` permission.
* A kebab menu of dashboard options (see below).

## Viewing your team's packages

If your role has `canViewAllPackages`, the **Viewing** control lets you choose whose packages Home summarises. Under **Show packages from**, pick **Me**, **Specific team members**, **Member group** or **Everyone**. The stats, latest changes, quick snapshot and recent history all follow your choice.

**Set as my default** saves the current choice, so Home and the packages lists open on it next time. Once saved, the button reads **This is your default view**.

<Frame caption="The Viewing control, open to choose whose packages Home summarises.">
  <img src="https://mintcdn.com/doc-a97e5290/PTzM8Xl3JBDj-Kc9/images/guides/general/home/viewing-menu.png?fit=max&auto=format&n=PTzM8Xl3JBDj-Kc9&q=85&s=970bce7fc981deda4b8fde4278194909" alt="The Viewing menu open on Home, with Show packages from set to Me" width="2880" height="1800" data-path="images/guides/general/home/viewing-menu.png" />
</Frame>

## Search

The search box in the header (or **Ctrl K** / **Cmd K**) opens a command palette to jump to a page, a package or a help guide.

<Frame caption="The command palette, open from the header search box.">
  <img src="https://mintcdn.com/doc-a97e5290/PTzM8Xl3JBDj-Kc9/images/guides/general/home/command-palette.png?fit=max&auto=format&n=PTzM8Xl3JBDj-Kc9&q=85&s=496a97939a03c5acd654b72fb1c44c0f" alt="The command palette open, listing pages, packages and help guides" width="2880" height="1800" data-path="images/guides/general/home/command-palette.png" />
</Frame>

## Dashboard options menu

The kebab menu next to the greeting has three panels:

* **Adjust layout**: switch the dashboard between **Default** and **Compact** density, and turn individual sections on or off: **Status summary**, **Latest changes**, **Quick snapshot** and **Recent history**. When **Status summary** is on, you can also choose which individual stat cards appear. **Reset to default** clears your customisations; **Done** closes the panel.
* **Date range**: choose **Last 7 days**, **Last 30 days**, **Last 90 days**, **Last 12 months** or **All time**, or **Custom range…** to pick specific dates. The chosen range applies to the status summary, quick snapshot and recent history.
* **Refresh data**: shows when the dashboard's data last synced, and a **Refresh now** button.

<Frame caption="Adjust layout, switching sections and stat cards on and off.">
  <img src="https://mintcdn.com/doc-a97e5290/PTzM8Xl3JBDj-Kc9/images/guides/general/home/dashboard-options-menu.png?fit=max&auto=format&n=PTzM8Xl3JBDj-Kc9&q=85&s=d521eb8c5bda628aab917370b8c5b2e2" alt="The Adjust layout panel of the dashboard options menu, with widgets and stat cards toggled" width="2880" height="1800" data-path="images/guides/general/home/dashboard-options-menu.png" />
</Frame>

## Status summary

A row of stat cards summarising your packages for the selected date range: **Total**, **Draft**, **Scheduled**, **Sent**, **Viewed**, **Completed**, **Declined**, **On Hold** and **Expired**. **Declined**, **On Hold** and **Expired** are off until you turn them on in **Adjust layout**.

Each card links through to the matching packages list. **Draft** opens [Drafts](/guides/packages/drafts), **Sent** opens [Sent](/guides/packages/sent), and **Expired** and **Total** open the unfiltered [Active packages](/guides/packages/all-packages) list. The others open that list filtered to their status.

## Latest changes and quick snapshot

Two cards side by side:

* **Latest changes**: your most recently updated packages, with a **View all** link through to **Packages**.
* **Quick snapshot**: the split of your packages by status for the selected date range, as a share of the total.

## Recent history

A full-width chart of packages created, sent, signed and viewed over the selected date range, shown beneath the two cards above.

<Note>
  If every section is switched off in **Adjust layout**, the page shows an empty state: **Your dashboard is empty**, with a hint to reopen **Adjust layout**.
</Note>

## Related

* [Active packages](/guides/packages/all-packages)
* [Create a package](/guides/packages/create-package)
* [Reports](/guides/reports/all-reports)
