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- List envelopes matching the filter
- Search by search criteria
- Sort
- Actions on Envelopes
- Remind
- Restart
- Cancel
- Delete
- Open the bulk signing assistant
- Open the envelope details page
- Export
- Directly start into the main action of an envelope:
“Continue” on a draft
“Sign” on an envelope where the current user has an active signing task
Please note: The Search text searches texts within the following elements:
- Recipient
- First name
- Last name
- Email address
- Email body
- Envelope
- Subject
- Email body
- Envelope name
- Envelope description
- Sender
- First name
- Last name
- Email address
- User id
The list of envelopes does not refresh automatically e.g. when another user created a draft or envelope which is shared with team members, or when envelopes are created via API, or when an envelope’s status changes. To refresh the list in such scenarios, it is required to use the refresh button.
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