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The Dashboard is the first page you see after logging in. It gives you an instant snapshot of your document pipeline — what’s waiting for review, what’s been approved, what’s flagged as an exception — so you know exactly where to focus your attention. RecordEngine Dashboard showing metric cards and activity chart

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Metric Cards

The top row of the dashboard shows live counts across your entire RecordEngine instance: Click any metric card to jump directly to a filtered document list showing only that status.

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14-Day Upload Trend Chart

The bar chart shows document upload volume over the past 14 days. Each bar represents one day — hover over a bar to see the exact count for that date. Use this chart to:
  • Spot periods of unusually high or low volume
  • Confirm that automated upload pipelines (email intake, API uploads) are running as expected
  • Identify days where a backlog may have built up

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Confidence Distribution

Below the trend chart, a breakdown shows how your recent documents are distributed across confidence bands:
  • 🟢 High (90–100)
  • 🔵 Good (70–89)
  • 🟡 Low (50–69)
  • 🔴 Poor (0–49)
If you’re seeing a large proportion of Low or Poor documents, it typically means one of:
  • The extraction profile doesn’t match the document format well — consider creating a custom profile
  • Document quality is low — encourage senders to scan at higher resolution
  • A new document type is entering the system that needs its own profile

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Recent Activity Feed

The right side of the dashboard shows a real-time log of recent actions across the system — uploads, status changes, approvals, rule triggers, and webhook deliveries. This gives a team-level view of what’s happening without needing to open the full Audit Log.
If you’re expecting a document to have arrived via email intake or API and don’t see it in a folder, check the Recent Activity feed first — it will show the upload event even if something went wrong with assignment.

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Quick Actions

The dashboard includes quick-action buttons for the most common tasks:

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Using the Dashboard for Daily Workflow

A practical daily workflow using the dashboard:
1

Check exceptions first

Click the Exceptions card. Review any flagged documents — these were automatically identified as needing attention by the AI or a Rules Engine rule.
2

Work through pending review

Click Pending Review. Sort by confidence score (lowest first) to tackle the most uncertain documents while you’re fresh. High-confidence documents at the end can often be batch-approved quickly.
3

Batch approve the ready queue

Click Ready. Select all and batch-approve if the documents have been pre-vetted. This moves them to Approved and prepares them for export.
4

Export to external systems

Select all Approved documents and batch-export. This triggers the outbound webhook for each document, pushing structured data to QuickBooks, Salesforce, or your ERP.

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Dashboard Reflects All Users

If multiple users are active on the same RecordEngine instance, the dashboard shows totals across all users and all contacts. There is no per-user filtering on the dashboard — use Advanced Search to filter by specific contacts, folders, or date ranges.