---
title: "Navigation Menu in SharePoint"
slug: "navigation-menu-in-sharepoint"
updated: 2024-10-16T11:17:23Z
published: 2024-10-16T11:17:23Z
canonical: "docs.onespan.com/navigation-menu-in-sharepoint"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.onespan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Navigation Menu in SharePoint

The top Navigation Menu connects to the following topics:

- [New Package](/v1/docs/navigation-menu-in-sharepoint#new-package)
- [Dashboard](/v1/docs/navigation-menu-in-sharepoint#dashboard)
- [Packages](/v1/docs/navigation-menu-in-sharepoint#packages)
- [Templates](/v1/docs/navigation-menu-in-sharepoint#templates)
- [Report](/v1/docs/navigation-menu-in-sharepoint#report)
- [About Us](/v1/docs/navigation-menu-in-sharepoint#about-us)

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/usersp1.png)

## New Package

To learn how to create a package, see [Creating & Sending a Transaction](/v1/docs/creating-sending-a-transaction).

## Dashboard

From the Dashboard, you can view:

- A list of unsigned packages
- Recent Sent or Completed/Archived packages
- Usage Statistics including:
  - Percentage of Completed over Sent packages
  - Average time for a package to go from Sent to Completed
  - Number of Package Events

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/usersp16.png)

## Packages

The Packages page displays information about each package, such as its:

- Completion status
- Package Owner
- Expiry date
- Date the package was created
- Date the package was last updated
- An action toolbar from which you can perform common package tasks, such as:
  - Edit a package
  - Prepare documents by inserting Signature Boxes for each signer
  - Review, accept, and sign documents
  - Change the package status from Sent to Drafts
  - Archive a package
  - Trash or permanently delete a package

## Templates

Templates enable senders to save the common attributes of a package for reuse.

The rest of this section describes:

- [Creating a Template](/v1/docs/navigation-menu-in-sharepoint#creating-a-template)
- [Using an Existing Template](/v1/docs/navigation-menu-in-sharepoint#using-an-existing-template)

### Creating a Template

A template can be created either from scratch, or from an existing package. The following procedure describes how to create a template from scratch.

To create a package template from scratch:

1. On the top navigation menu, click Templates. Your existing templates are listed under Package Templates.
2. To create a new template, click Create Template.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/usersp17.png)
3. Give the new template a Name and optionally a Description.
  - Optionally, click Advanced Options to specify:
    - Language — The package's language
    - Email Message — An email message for all signers
    - In Person Signing — Check this option if you want the signers to sign in person.
    - Review After Completion — Check this option if you want to review the package and its documents before marking it as Completed.
4. Click Create.
5. Click Add Document to [add documents](/v1/docs/creating-sending-a-transaction#step-3-adding-documents) to the template.
6. Click Add Signer, to [add signers and/or signer placeholders](/v1/docs/creating-sending-a-transaction#step-3-adding-documents) to the template.
7. Click each document to access the Designer view, and insert Signatures Boxes and fields. The placement of those boxes and fields is saved automatically.

### Using an Existing Template

To use an existing template:

1. In the top navigation menu, click Templates. Your existing templates are listed under Package Templates.
2. Click the template you want to use.
3. Optional: Modify the template to suit your needs.

## Report

To view a report on your account's packages and activity:

1. On the OneSpan Sign toolbar, click Report.
2. Optional: Configure the report to display the activity on your account for a given date range by entering start and end dates in the From and To fields.
3. Click Go. The screen displays the number of packages in each status category.

![](https://cdn.document360.io/038f59a7-abd0-4c14-9de7-3434d28b49fd/Images/Documentation/usersp15.png)
4. Optional: To learn more about the packages in a particular category, click the corresponding box.

## About Us

Clicking About Us enables you to view product information, terms and conditions.