Your First Login to FlowEdge — What to Expect

You have created your account — great! Here is what you will see when you log in for the first time, and what to do next.

Your Dashboard at a Glance

When you first log in, you land on your Dashboard. This is your home base in FlowEdge. Here is what you will find:

The Quick Start Card

Right at the top of your dashboard, you will see a Quick Start card. This is your step-by-step checklist for getting set up. It guides you through:

Setting up your profile information
Adding your brand logo and colors
Generating your first document

Each step links directly to the right page, so you do not need to hunt for anything.

💡 Tip

Complete the Quick Start card before generating your first document. Your profile and branding details are automatically added to every document you create.

On the left side of your screen, you will see the sidebar menu. This is how you move around FlowEdge:

Dashboard — Your home screen with recent activity
Generate — Create a new AI document
Documents — View and manage all your documents
Clients — Manage your client list
Projects — Organize work by project
Forms — Build and share client intake forms
Settings — Update your profile, preferences, branding, and security

Recent Documents and Activity

Below the Quick Start card, you will see your recent documents and an activity feed. These are empty right now, but once you start generating documents, this is where you will find quick access to your latest work.

Recommended First Steps

Here is the order we recommend for getting the most out of FlowEdge:

Complete your profile — Add your name, business name, and contact info in Profile Information. This information appears on your documents.
Set up your branding — Upload your logo and pick your brand colors in Branding. Every document you generate will match your brand.
Review your preferences — Choose your default tone, payment terms, and other settings in Preferences.
Generate your first document — Ready to see FlowEdge in action? Follow the Quick Start Guide.

✅ Best Practice

Spend 5 minutes on your profile and branding before generating documents. It makes a big difference in how professional your proposals look.

Need a Full Walkthrough?

For a complete tour of the dashboard, check out the Dashboard Overview. Or if you are ready to jump in, head straight to the Quick Start Guide.

Frequently Asked Questions

What should I do after signing up for FlowEdge?

Start with the Quick Start card on your dashboard. It walks you through setting up your profile, adding branding, and generating your first AI document.

How do I set up FlowEdge?

Log in, complete the Quick Start card on your dashboard, then set up your profile and branding in Settings. After that, you are ready to generate documents.