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How to find documents sent to a particular signer?
Published:
2 mins read
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 selectMy 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 theSent
button. - Your name will be automatically filled in the
Sent by
column. - Then, select a particular signer in the
Recipients
field and click theApply 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 selectTeam 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.