> For the complete documentation index, see [llms.txt](https://help.openletterconnect.com/olc-help-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.openletterconnect.com/olc-help-docs/getting-started/setting-up-your-account/navigating-the-dashboard.md).

# Navigating the Dashboard

The **Open Letter Connect** dashboard is your central hub for managing mailers, templates, billing, and integrations. This guide walks you through each key section so you can confidently explore and operate your account.

## Dashboard Overview

When you log in to Open Letter Connect, you'll land on your **Dashboard Home**:

<figure><img src="/files/FQmnjIH4PXlg3oztgsOP" alt="" width="563"><figcaption></figcaption></figure>

{% embed url="<https://www.loom.com/share/4bfc194ca4404f11b32d41d4603f2b2f?sid=fe9dfb9e-304c-4a88-a5a5-6235d1146235>" %}

#### Key Sections:

| Section            | What You Can Do                                                   |
| ------------------ | ----------------------------------------------------------------- |
| **Wallet Balance** | View available funds and access billing & transaction history.    |
| **Recent Mailers** | See your latest mailer activity with status updates.              |
| **Templates**      | Access and manage your mailer templates.                          |
| **Orders**         | View mailer orders and their statuses (On Hold, Scheduled, etc.). |
| **Integrations**   | Connect CRM tools like Zapier, GoHighLevel, Shopify, or webhooks. |
| **Settings**       | Manage API keys, account details, and notification preferences.   |

> 💡 **Pro Tip:** Bookmark the dashboard for quick access: [app.openletterconnect.com](https://app.openletterconnect.com)

## Wallet Section

1. Go to Accounts
2. Click **Wallet** in the left navigation bar.
3. View:

   * **Current balance**
   * **Add funds** button

   <figure><img src="/files/yecIFGER5cIHaWHgfR7C" alt="" width="563"><figcaption></figcaption></figure>

## Templates Section

1. Click **Templates** in the top navigation.
2. See all your existing templates, or click **“Create”** to start a new one.
3. Use filters to sort templates by **type** (e.g., Letter, Postcard).

<figure><img src="/files/iFQN7SXl8gBwkFSjyXTw" alt="" width="563"><figcaption></figcaption></figure>

> 🧠 **Tip:** Draft templates in **Test Mode** first to preview output.

## Orders Section

1. Click **Orders** to view mailer batches.
2. Sort and filter by **Order Reference Number** or **status** (e.g., Processing, Scheduled, Mailed).
3. Click into an order to view its details, status, and proofs.

<figure><img src="/files/K5jT1qRshin6Oj58lr2N" alt="" width="563"><figcaption></figcaption></figure>

#### Order Statuses:

* **Scheduled**: Approved and queued for production.
* **Processing**: Actively printing and preparing.
* **Mailed**: Dispatched to USPS.
* **Cancelled:** Order has been cancelled