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.
โ
To do this, go to Envelopes. Then, Click on Filters located beside the search bar.
โ
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.