--- title: Logging In and Navigating the Dashboard description: This article explains how to log in to Essal Office and describes the main areas of the interface you'll use every day. --- [Skip to content](https://help.essal.cloud/en/article/1374-#main-content) English Show submenu for translations [More support](https://help.essal.cloud/en/kb-tickets/new?hsLang=en) [Customer portal](https://clients.essal.cloud/tickets?hsLang=en) [![logo](https://help.essal.cloud/hubfs/logo.svg)](https://help.essal.cloud/?hsLang=en) - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) Open main navigation Close main navigation - [Home](https://essal.cloud/) - [Products](https://essal.cloud/products) - [Industries](https://essal.cloud/industries) - [About](https://essal.cloud/about) - [Contact](https://essal.cloud/contact) - English Show submenu for translations - [More support](https://help.essal.cloud/en/kb-tickets/new) - [Customer portal](https://clients.essal.cloud/tickets) - [Home](https://essal.cloud/) [Home](https://essal.cloud/) Essal Help Center - There are no suggestions because the search field is empty. 1. [Help Center](https://help.essal.cloud/en?hsLang=en) 2. [Essal Office](https://help.essal.cloud/en/essal-office?hsLang=en) 3. [Getting started](https://help.essal.cloud/en/essal-office?hsLang=en#getting-started) # Logging In and Navigating the Dashboard This article explains how to log in to Essal Office and describes the main areas of the interface you'll use every day. --- ## Logging In Open your Essal Office URL in a web browser. You'll be presented with the login screen. Enter your **email address** and **password**, then click **Log In**. If your organization has two-factor authentication enabled for your account, you'll be prompted for your authentication code before proceeding. > **Forgot your password?** Click the **Forgot password?** link on the login screen. You'll receive a reset email within a few minutes. Check your spam folder if it doesn't arrive. > > **Account locked or not working?** Contact your Essal Office administrator — they can reset your password or check whether your account is active. --- ## The Dashboard After logging in, you land on the **Dashboard** — your starting point for daily work. ### Saved View Tiles The dashboard displays tiles for any **Saved Views** you've pinned to it. Each tile shows a live count of documents currently matching that view's filters, and clicking a tile opens the document list filtered to those results. If your dashboard is empty, it means no saved views have been pinned yet. See Customizing Your Dashboard to add tiles. ### Upload Button The **Upload** button in the top area of the dashboard opens a file picker to upload a new document. You can also drag and drop files directly onto the dashboard — or anywhere else in the app — to trigger an upload. ### Statistics Summary Depending on your account permissions, the dashboard may also show summary statistics: total documents in the archive, documents added this month, and recent activity. --- ## The Sidebar The collapsible sidebar on the left side of the screen is your main navigation tool. - **Sidebar Item**: \*\*Dashboard\*\* - **What it opens**: Returns to the dashboard tile view - **Sidebar Item**: \*\*Documents\*\* - **What it opens**: The full document list — all documents you have access to - **Sidebar Item**: \*\*Saved Views\*\* - **What it opens**: A list of your saved filtered views; pinned views appear here directly - **Sidebar Item**: \*\*Tags\*\* - **What it opens**: Browse and manage all tags - **Sidebar Item**: \*\*Correspondents\*\* - **What it opens**: Browse and manage correspondents - **Sidebar Item**: \*\*Document Types\*\* - **What it opens**: Browse and manage document types - **Sidebar Item**: \*\*Mail\*\* - **What it opens**: Email import accounts and rules - **Sidebar Item**: \*\*Workflows\*\* - **What it opens**: Automated workflow rules - **Sidebar Item**: \*\*Settings\*\* - **What it opens**: Application and account settings > **Slim sidebar**: Click the sidebar toggle icon (the arrow at the top of the sidebar) to collapse it into a narrow icon-only rail — useful when you want more space for the document list. --- ## The Top Bar At the top of every page you'll find: - **Global search bar** — searches across documents, tags, correspondents, document types, and more. Start typing and results appear immediately. - **User menu** (your avatar/initials, top right) — opens your profile, account settings, and the sign-out option. --- ## The Document List Selecting **Documents** from the sidebar opens the document list — the central workspace in Essal Office. From here you can: - Browse all documents in your archive - Filter by tags, correspondent, document type, date, and more - Switch between table view, small card view, and large card view - Select one or many documents for bulk actions - Click any document to open its detail panel - [Essal Office](https://help.essal.cloud/en/essal-office?hsLang=en#main-content) - [Getting started](https://help.essal.cloud/en/essal-office?hsLang=en#getting-started) - [Searching and saved views](https://help.essal.cloud/en/essal-office?hsLang=en#searching-and-saved-views) - [Correspondents and document types](https://help.essal.cloud/en/essal-office?hsLang=en#correspondents-and-document-types) - [Email import](https://help.essal.cloud/en/essal-office?hsLang=en#email-import) - [Users groups and permissions](https://help.essal.cloud/en/essal-office?hsLang=en#users-groups-and-permissions) - [Sharing documents](https://help.essal.cloud/en/essal-office?hsLang=en#sharing-documents) - [Working with documents](https://help.essal.cloud/en/essal-office?hsLang=en#working-with-documents) - [Pdf tools](https://help.essal.cloud/en/essal-office?hsLang=en#pdf-tools) - [Uploading documents](https://help.essal.cloud/en/essal-office?hsLang=en#uploading-documents) - [Archive serial numbers](https://help.essal.cloud/en/essal-office?hsLang=en#archive-serial-numbers) - [Workflows and automation](https://help.essal.cloud/en/essal-office?hsLang=en#workflows-and-automation) - [Organizing with tags](https://help.essal.cloud/en/essal-office?hsLang=en#organizing-with-tags) - [Troubleshooting and faq](https://help.essal.cloud/en/essal-office?hsLang=en#troubleshooting-and-faq) - [Account and security](https://help.essal.cloud/en/essal-office?hsLang=en#account-and-security) - [Custom fields](https://help.essal.cloud/en/essal-office?hsLang=en#custom-fields) - [Portal](https://admin.essal.cloud/) - [Newsroom](https://newsroom.essal.cloud/) - [Careers](https://careers.essal.cloud/) - [Help](https://support.essal.cloud/) - [Status](https://status.essal.cloud/) - [Contact](https://essal.cloud/contact) - [Terms](https://legal.essal.cloud/terms) [![logo](https://help.essal.cloud/hubfs/logo.svg "logo")](https://essal.cloud/) Essal LLC Copyright © 2026, Essal