How do I find and filter my envelopes?

As your list of envelopes grows, the sidebar views and the Filters panel help you find exactly the one you need in seconds.

Use the sidebar views

The Envelopes section in the left sidebar groups envelopes for you:

• All envelopes — everything you can access.
• Awaiting my signature — waiting on you to sign.
• Draft, Pending, Partially signed, Completed, Declined, Voided — grouped by status.
• Deleted — archived envelopes.
• Expiring soon — envelopes with a deadline approaching.
• Bulk Send — envelopes sent from a template to many recipients.

Click any view to filter the list instantly.

Use the Filters panel

For a precise search, open the Filters panel and combine any of these:

1. Title contains — match text in the envelope name.
2. Email subject contains — match the invitation subject line.
3. Recipient name / email contains — find envelopes involving a specific person.
4. Channel — Any, Web, or API.
5. Status — pick one or more statuses.
6. Created date range — limit to a time window.
7. Views — such as Expiring soon or Deleted.
8. Folders — show only envelopes inside a chosen folder.