How do I use the Dashboard?

The Dashboard is your home screen after logging in. It gives you one-click access to your most common tasks and shows your recent documents.

Quick Actions

Two prominent cards for the most common tasks:

• Process Transcript: Start processing a new meeting transcript
• View Clients: Open the client management page

Recent Documents

A list of your 5 most recent documents showing:

• Document title or client name
• Status badge (Draft, Review, or Completed)
• Relative time (e.g., "19 min ago", "2 hours ago", "Yesterday")

Click any document to open it in the Canvas Editor for further editing or export.