How to find documents sent to a particular signer?
Fri, 2 Sep, 2022
The documents sent to a particular signer can be found in the following ways.
- Using My Documents Page – Find the documents sent by the user to a particular signer.
- Using Team Documents Page – Find the documents sent by the team members to a particular signer.
Using My Documents Page
- Click Documents and select My Documents.
- A list of documents sent and received by the user will be displayed.
- To find the documents sent to a particular signer, click the filter icon near the Search documents option and select the Sent button.
- Your name will be automatically filled in the Sent by column.
- Then, select a particular signer in the Recipients field and click Apply Filter button.
- Now, all the documents sent to a particular signer will be displayed.
Using Team Documents Page
- In Team Documents, an account admin can find all the documents sent by any team member within the organization to a particular signer.
- A team admin can only find documents sent to a particular signer by their team members.
- A member cannot access the Team documents page.
To find the documents sent to a particular signer, follow the steps below.
- Click Documents and select Team Documents.
- Enter the signer name in the Search team documents option and press enter key.
- All the documents of the particular signer will be displayed.
- To find the documents sent to a particular signer, click on the document, and check the recipient details.
- If the document you picked is sent by a team member to the particular signer, the signer’s name will be displayed in the recipients field.
- You can also use the All Members dropdown to find the documents.
- When you click the dropdown, a list of members will be displayed.
- Select a particular signer by checking the checkbox near the signer name.
- Now, all documents sent and received by the particular signer will be displayed.
- To find the document sent to a particular signer, click on the document and check the recipient details.
- If the document you picked is sent by a team member to the particular signer, the signer’s name will be displayed in the recipients field.