Dashboard and getting started
Use your dashboard to find documents and see what needs attention next.
2 min read
Start with your dashboard
Your dashboard brings together useful links and a snapshot of your paperwork. Use it to decide what to review, then open the related record to check the details.
Your first steps
- Sign in to PaperPilot and open the dashboard.
- Choose Upload document or open Documents to add a file.
- When processing finishes, open the record and compare its details with the original.
- Use Deadlines, Reports, or Paperwork tools to plan or follow up.