How to filter the documents within a specific date range?

In certain situations, it may be necessary to view documents that were sent or received within a specific date range. BoldSign offers users the ability to filter documents by date range. This feature lets you quickly and easily locate documents that were sent or received within a specific timeframe.

Follow the below steps to filter the documents within a specific date range:

• Expand the Documents menu and select the My Documents option.
• Click the Filter icon, which is located near the search field.
• Next, click the Calendar icon in the Sent between field to select the desired date range.
• After selecting the date range, click the Apply Filter button.
• Now, all the documents sent between the selected date range will be displayed.

• In addition, you have the option to select a Custom range, where you can choose specific start and end dates, and then click the Apply button, followed by the Apply Filter button.

• If you want to pin the filtered documents to the dashboard, click the Pin icon at the top of the page.