How to filter documents by expiry date in BoldSign?

In BoldSign, you can filter documents based on their expiry date. However, this filter applies only to in-progress documents, specifically those with the following statuses: Waiting for me, Waiting for others, Needs attention, and Scheduled to be sent.

Follow the steps below to filter documents based on expiry date:

• Click on the Documents menu and select the My Documents option.
• You will be directed to the My Documents page. Click the Filter icon, which is located near the search bar.

• A list of filter options will be displayed. Select the Expiring filter.
• Then click the Calendar icon in the Expiring field and choose a desired expiry date range.

• You can filter by Today, Tomorrow, Next 7 days, Next 30 days or Custom range.
• Once you select the date range, click the Apply Filter button.

• Now, all the documents expiring within the selected date range will be displayed.
• If you want to pin the filtered documents to the dashboard, click the Pin icon at the top of the page.

• A dialog box opens and requests a name for the widget. Enter the name and click the Save & Pin button to save the widget to the dashboard.

• The pinned filter widget will now appear on your dashboard for quick access.
• You can easily view the filtered documents by clicking the View Filter option on the pinned statistics widget. To manage the widget, click on the context menu to either Rename or Delete it.