Filtering and searching in folders

Modified on Tue, 15 Sep at 11:37 AM

In your created documents, you can easily filter based on several different criteria, such as document name, the names of the involved party, status, or creation date.

If you have tagged your documents with labels and created custom folders, you can also filter based on this information.

You can filter documents using several parameters at once.

Filtering by email, document name, signers' names

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Filtering by the status the document is in

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Filtering by labels assigned to the document

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You can add labels to documents, see Labeling a document

Filtering by folders the document is in

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You can sort documents into folders. For more on creating and placing a document into a folder, see New folder for documents.

Filtering by date

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