How do I find documents from my area?
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As a Document Administrator, you have access to documents generated from a template created in DocuSign.
An envelope in DocuSign is the electronic equivalent of a paper envelope you would receive in the mail. An envelope in DocuSign contains a document, similar to how a paper envelope contains a letter, so you need to access an envelope first in order to see your area's documents.
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How to Navigate to Your Area's Documents
On the DocuSign homepage, click on the Manage tab, which is in the menu bar at the top of the screen.
Once on the Manage page, click on Shared Envelopes, which can be found in the gray menu on the left side of the screen.
Select which area's documents you would like to access.
Your Inbox folder is where documents that have been sent to you for signing are housed.
The Sent folder contains all documents that have been sent to recipients for signing. This is probably where you will find most documents.
Deleted contains all of the documents that have been deleted. Documents in this folder will be permanently deleted after a period of time.
Action Required contains all the documents that you need to fill out/sign/view.
Waiting for Others contains all of the envelopes that still need to be completed by recipients.
Expiring Soon consists of envelopes that are about to expire.
Completed houses all envelopes in which all recipients have completed their requirements, thus a completed envelope.
Authentication Failed contains all envelopes in which a recipient's authentication has failed.
How to Search for a Document
Once on the DocuSign homepage, click on the Manage tab, which is in the menu bar at the top of the screen.
Click on Shared Envelopes. which can be found in the gray menu on the left side of the page.
Select which area's documents you would like to access.
Navigate to which folder you would like to search in by using the gray menu on the left of the screen (a description of each folder in the menu can be found in the section above this).
Type the name of the document/what you are looking for into the search bar in the top right-hand corner of the page.
Clicking the search bar makes more search options appear. If you know the status and date of what you are looking for, these options can help narrow down your search especially if you are not searching for one specific document.
Click Apply to search.