Filter envelopes
Updated over a week ago

To quickly find specific envelopes, you can utilize filters. Filters allow you to narrow down the displayed envelopes based on specific criteria of your choice.
To do this, go to Envelopes. Then, Click on Filters located beside the search bar.


You will have several options for filtering your envelopes, including:

  • Easily narrow down envelopes based on their current status.

  • Find envelopes sent by a particular team member.

  • Locate envelopes addressed to a specific recipient.

  • Focus on envelopes sent within a specified range of dates.

Once you've added your filters, click Apply. You also have the option to Reset the filters if you need to start over.

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