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


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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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