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AccordiaAccordia Help & Wiki

Welcome

Accordia is a document workflow and digital signing platform. You use it to manage Cases — files that track everything involved in getting documents signed, sent, or acted on by the people involved (Participants) — often following a reusable Workflow.

Signing in

Section titled “Signing in”

Go to the login page and enter your username and password, then select Log In. If you’ve forgotten your password, use Forgot your password? to recover it.

Your dashboard

Section titled “Your dashboard”

After signing in you land on your home dashboard. What you see depends on your role:

  • Regular users see a classic dashboard with case-focused KPIs.
  • Organization Admins see the same, plus organization-wide analytics.
  • Super Admins see platform-wide analytics across all organizations.

For most users, the dashboard shows:

  • A greeting and a short welcome message.
  • KPI tiles: open cases, pending actions, participants, and reports signed.
  • A Getting started checklist (see below).
  • A Quick actions panel for jumping straight into a one-off action.
  • A feed of recent activity.

The built-in getting-started checklist

Section titled “The built-in getting-started checklist”

The app itself walks new users through these steps:

  1. Create your first case.
  2. Add participants.
  3. (Organization Admins only) Create templates.
  4. (Organization Admins only) Configure workflows & actions.

This wiki follows the same order — see the guides below.

Where things live

Section titled “Where things live”

The main navigation depends on your role:

  • Regular users: Home, Quick Actions, Cases, Participants.
  • Organization Admins: the above, plus Workflows, and a Configuration section with Content Templates and Notification Templates.
  • Super Admins: Home, Users, Organizations, Countries, Taxes, and Products & Pricing — platform administration rather than casework.

Where to go next

Section titled “Where to go next”