StartDeck
StartDeck Dashboard

About the StartDeck Dashboard

The StartDeck Dashboard is the organizing hub for your workflow. From here you can organize and customize templates, view and manage work projects, add digital signatures and publish finished reports. Drilling down further, your client database, report photos and addenda are centralized for convenient management, and report automation features, like populating forms and merging form data to your report are centrally located. Other features include subscription management and knowledge base access. 

For team subscriptions, additional activities include roster management, team management, and assignment of roles and permissions.

The Dashboard is a Progressive Web App (PWA), meaning it will run great on your desktop, tablet and phone, on Windows, Mac, Android and iOS operating systems, and automatically synchronize across all your devices. 

A detailed list of StartDeck Dashboard functions is presented here:

  • Templates
    • Copy templates from the StartDeck Library to your personal or Team library
    • Customize, brand and manage templates
  • Create and manage projects (work files)
    • Manage report photos and addenda
    • Populate forms and merge form data to reports
    • Add digital signatures/request digital signatures
    • Publish reports and track delivery
    • Track project activity
  • Create and manage your client database
  • Manage you vendor/company profile
  • Create and manage teams.
  • Manage your subscription. For team subscribers users can be added and removed from the team roster.
  • Access the Knowledge base for comprehensive help and instruction (coming soon, AI Assistants!)
  1. This view shows the StartDeck Library — templates you can copy and customize for your brand and practice.
  2. My Templates or Team Templates is where your templates are located and centralized for customization and management.
  3. My Projects or Team Projects is where your work files are located and centralized for workflow management. This is where the Project Page is located, the “homepage” for your projects.
  4. Access the Knowledge Base for help articles, guides and coming soon, AI Assistants!
  5. StartDeck account. This should be the same account used to edit your Google Docs.
  6. Vendor/company information is entered here and populates document merge fields automatically.
  7. Track report/document deliveries — this section details when published reports are delivered and retrieved.
  8. Manage Teams here (Team Docs subscribers). Manage team rosters, assigned roles and permissions.
  9. Subscription information is provided here, including payments history and methods.
  10. Manage notification settings here.

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