How do I search for my Envelope?

Searching for your Envelope is simple. 

Step 1

Ensure you’re on the Envelopes dashboard.

Step 2

Note the search bar at the top of the page, next to a number of filter dropdowns

Step 3

Search by envelope title within the search bar and use the various dropdowns to search by different senders, signers, activity dates and statuses!

In my above example, I've used a keyword from the title, selected the 'In Progress' status, and the creation date being within the last six months. Thus whittling from hundreds to one in seconds flat!