The Dashboard is the main screen you will see once you are logged into your Botdoc account.
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Pending Requests: “Pending” means that you either just sent a PULL or a PUSH to a customer and you are waiting for that customer to perform an action. It will remain pending until the PULL is completed by the customer and they’ve uploaded their files and when the PUSH link was clicked on by the customer.
Completed Requests: When a PULL is completed by the customer and they’ve uploaded their files and when the PUSH link was clicked on by the customer.
Available Requests: For Free (10 requests only) and Basic accounts (80 requests) this will show YOUR available requests. If you are part of a TEAM (100 requests), this will be a “pooled” number for all team users. If you have 10 users then 1000 requests are pooled so all users have access to that many requests. Each month those request (Basic and Corp Teams) will be replenished with the subscription amount.
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Bottom right you will see an orange ?which is a self help box. Just enter your question(s) to find answers.
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