Searching for documents

The Search option in the Dashboard helps you quickly locate documents across different sections such as My Signatures, Waiting for Others, Drafts, and Completed. This is useful when working with a large number of envelopes and when filtering by specific criteria.

Accessing Search

From the Dashboard, click Search. This opens an advanced search panel where multiple filters can be applied.

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Available Search Filters

You can refine your search using one or more of the following fields:

Date Filters

• From Date / To Date Search documents created or initiated within a specific date range.

• Expiry From Date / Expiry To Date Filter documents based on their configured expiry period (if applicable).

Document Identifiers

• Envelope No Search using the system-generated envelope number.

• Reference No Locate documents using a reference number, if one was provided during initiation.

• Document Name Search by the document or envelope name.

Classification Filters

• Category Filter documents based on the category assigned during initiation (for example, Legal, Procurement, HR, etc.).

• Owner Filter documents based on the document owner or initiator.

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Executing the Search

• Click Search to apply the selected filters and view matching results.

• Click Clear to reset all filters and start a new search.