How to find documents sent to a particular signer?

The documents sent to a particular signer can be found in the following ways.

• Using My Documents Page - Find the documents the user sends to a particular signer.
• Using Team Documents Page - Find the documents sent by your 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.

• 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 the 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.

Follow the steps below to find the documents sent to a particular signer.

• Click Documents and select Team Documents.
• You can 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.
• The signer’s name will be displayed in the recipient’s field.