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Searching Sent Documents

Legalesign users can search for individual documents or groups of documents in the 'Sent for signing' list on the Dashboard and the 'Sent Document Archive'


The Dashboard

Using the Search Box, Legalesign users can search using the signer’s email or last name, as well as by the document name.  

Or by clicking on the Advanced Search button, reveals several more options.

 

Click on the magnifying glass for advanced search:

The dropdown filters are split into three sections: 
i) Filters on the documents – e.g. activity since and signing status (signed, unsigned, visited). 
ii) Ordering – e.g. alphabetical or by last action.
iii) By user - e.g. documents sent by a particular user within the team.

Each section works separately and remembers its settings unless changed or cleared, so you can compile multiple filters using the dropboxes


Users can also display all documents either sent within a specified period or signed within a specified period. 


The final section enables users to export sent document data to an XSL file, see here for details:
https://support.legalesign.com/403032-How-do-I-export-signer-and-field-information-to-excel 

 

Sent Document Archive 

The 'Sent Document Archive' can be accessed through the Archives tab in the top left of the dashboard (Archive > Signed Documents).

Use the Search Box to search by signer’s email or signer’s last name.

 

Or use the dropbox filter to display either Signed documents, Rejected documents (by the signer) or Removed documents (by the sender).

 

Lastly, users can also display all documents either sent within a specified period or signed within a specified period. 



The final section enables users to export sent document data to an XSL file, see here for details:
https://support.legalesign.com/403032-How-do-I-export-signer-and-field-information-to-excel 

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