How to switch between Templates and Submissions views on the dashboard, and what each submission status means. ## Prerequisites - A DocuSeal account with at least one template created ## Steps ### Step 1: Open the Templates view After signing in, the dashboard defaults to **Templates** view. This shows your document templates as a grid of cards. Each card displays the template name, author, and creation date. Click any card to open that template. ![Open the Templates view](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTQzLCJwdXIiOiJibG9iX2lkIn19--55fbe0d6d6d951e0200079bdae1c3915b17e3270/step_0.png) ### Step 2: Switch to the Submissions view Click the **list icon** in the toggle next to the page title. The view switches to **Submissions** -- a chronological list of all documents sent for signing. Click the **grid icon** to switch back to Templates. ![Switch to the Submissions view](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTQ0LCJwdXIiOiJibG9iX2lkIn19--04da205234ddbb5d4985ae1bd82c992bbcbe43da/step_1.png) ### Step 3: Filter submissions by status The Submissions view shows three quick-filter tabs: **All**, **Pending**, and **Completed**. Click a tab to narrow the list. Use the **Filter** button for more options: status, date range, author, or folder. ![Filter submissions by status](https://docuseal.supportpages.io/rails/active_storage/blobs/proxy/eyJfcmFpbHMiOnsiZGF0YSI6OTQ1LCJwdXIiOiJibG9iX2lkIn19--96b2697b30559ba22ac561ac99e3e7ee9ba5314c/step_2.png) ### Step 4: Understand submission statuses Each submission row displays a colored status badge for every recipient: - **Awaiting** (blue) -- Created but not yet sent to the recipient. - **Sent** (blue) -- Invitation email/SMS delivered. Recipient hasn't opened the form. - **Opened** (yellow) -- Recipient opened the signing link but hasn't submitted. - **Completed** (green) -- Recipient signed and submitted. Documents ready to download. - **Declined** (red) -- Recipient refused to sign. - **Expired** (red) -- Expiration date passed before signing was completed. ### Step 5: Take action on a submission Each submission row has action buttons on the right: - **Download** -- appears for completed submissions. Downloads signed documents. - **Copy Link** -- copies the signing URL for pending submissions. - **View** -- opens the full submission detail page. - **Archive** (box icon) -- archives the submission. ## Tips - Hover over a status badge to see the exact date and time of that status change. - Use the search bar to find submissions or templates by recipient name or email. - The **Pending** filter tab combines all non-completed statuses: awaiting, sent, and opened. - Click **View Archived** at the bottom of either view to access archived items. ## Summary The dashboard toggle lets you switch between a Templates grid and a Submissions list. Status badges on each submission track progress from sent through completed or declined.