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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.

Filter option

  • Now, all the documents sent to a particular signer will be displayed.

Filtered Documents

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.

Searching in Team Documents page

  • 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.

Overview page

  • 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.

All Members option

  • Now, all documents sent and received by the particular signer will be displayed.

Filtered documents

  • 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.

Overview page

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