Compass One · Lesson 16
What your client sees: timeline, documents, the eSign task
See your Compass One dashboard the way your client does: the timeline, the documents you make visible, and where the eSign task shows up.
What it does: See your Compass One dashboard the way your client does: the timeline, the documents you make visible, and where the eSign task shows up.
Where to find it: Compass One
Watch out: Check the client and sharing details before inviting or publishing.
Next in this series
Close the listing appointment on the Preview screen · Coming soonMade by a Compass agent. Not an official Compass production. Recorded screens reflect the platform at the time of production.