Managing SAQs in the Dashboard

The Preczn Dashboard provides two ways to monitor SAQ compliance: the Merchant Vault for a portfolio-level view of expiration dates across all merchants, and the SAQ tab on individual Merchant Detail pages for a deeper look at compliance status and SAQ history.

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SAQ creation and signing are API-driven
The Dashboard provides visibility into SAQ records, but creating, signing, and uploading SAQs is done through the API. See the SAQ Integration Guide for implementation details.

Merchant Vault: SAQ Expiration Date Column

The Merchant Vault table supports an optional SAQ Expiration Date column that shows the expiration date of each merchant's most recent signed SAQ. Use this to quickly scan your merchant portfolio for upcoming or past expirations without opening individual merchant records.

To enable the column:

Open the Merchant Vault from the left navigation
Open the column settings or view options
Toggle on SAQ Expiration Date

The column appears after the "Plans" column and before "Connections". Dates are displayed in MM/DD/YYYY format. Merchants with no signed SAQ on file show a dash (—).

SAQ Tab: Individual Merchant View

The SAQ tab on the Merchant Detail page gives you a detailed view of a single merchant's compliance posture, including a calculated compliance status, full SAQ history, and PDF downloads.

Navigating to the SAQ Tab

Open the Preczn Dashboard
Go to Merchants in the left navigation
Select the merchant you want to review
On the Merchant Detail page, select the SAQ tab

Compliance Status Cards

At the top of the SAQ tab, three information cards summarize the merchant's current compliance state.

Status Badge

The first card displays the merchant's overall compliance status as a color-coded badge:

Badge	Status	Meaning
🟢 Green	Compliant	The merchant has a valid signed SAQ that expires more than 90 days from now
🟡 Yellow	Expiring Soon	The merchant has a valid signed SAQ that expires within 90 days
🔴 Red	Expired	The merchant's most recent SAQ has passed its expiration date
🔴 Red	No SAQ	The merchant has no signed SAQ on file

Last Signed SAQ

The second card shows the ID of the merchant's most recent signed SAQ (e.g., saq_abc123). Click the ID to copy it to your clipboard.

Expires On

The third card shows the expiration date of the most recent signed SAQ in MMM DD, YYYY format, along with a relative time indicator:

Future dates display as "in X days" (e.g., "Jan 20, 2027 — in 376 days")
Past dates display as "expired X days ago" (e.g., "Dec 01, 2025 — expired 5 days ago")

If the merchant has no signed SAQ, these cards will not display date information.

SAQ History Table

Below the status cards, a paginated table lists all SAQs associated with the merchant, including both drafts and signed documents.

Table Columns

Column	Description	Example
ID	Full SAQ identifier with `saq_` prefix. Click to copy.	`saq_7f2k9m`
Status	Current state displayed as a badge	Draft (gray) or Signed (green)
PDF Source	How the signed SAQ was created	"Generated", "Uploaded", or "—" for drafts
Created On	Date the SAQ record was created	Jan 15, 2026
Signed On	Date the SAQ was signed, or "—" for drafts	Jan 20, 2026
Expires On	Expiration date, or "—" for drafts	Jan 20, 2027
Download	Download icon button for the signed PDF	Enabled for signed SAQs only

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PDF Source column
"Generated" means the SAQ was completed through the Preczn API signing workflow. "Uploaded" means a pre-signed PDF was uploaded. Draft SAQs show a dash because they have not been signed yet.

Downloading SAQ Documents

To download a signed SAQ as a PDF:

Locate the SAQ in the history table
Confirm the Status column shows Signed
Click the download icon in the rightmost column
The PDF will download to your device

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Draft SAQs cannot be downloaded from the Dashboard
The download button is only active for SAQs in the "Signed" state. To preview a draft SAQ, use the Get SAQ Draft PDF API endpoint.