ViewSign Cloud User Guide Envelope Management

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Documents, Filter and Status

Documents will list your sent envelopes & drafts and envelopes you have to sign (sent by someone else). It also shows you the envelope status and allows you to filter and manage the envelopes.

Features

  • Search: enter a text to search the envelopes
  • Status: an icon shows the status of the envelope
  • Actions: direct on-click to sign or continue
  • Export as CSV: export current list of envelopes (e.g. for a reporting)
  • Sort by: recent activity or envelope name
  • Filter: click on a filter from the menu to apply it to the current list. You can easily apply more filters to the selection or remove them one-by-one.

Document Status Icons

Envelope Details

Edit & Delete Recipient

Clipboard

Document Preview

Filter Document

Download as CSV

Templates