Envelope Search

This report displays envelopes based on the various search criteria set for a specified date range. To find a specific document it is recommended to use the Advanced Search options as listed below.

Advanced Search

The Advanced Search for the Envelope Search contains the following search criteria:

  • Creation Date

  • Envelope Id

  • Envelope Name

  • Document Id

  • Order Number

  • Document Name

  • Signatory Name

  • Account(s)

  • Username

  • Status

  • Start Date

  • Completion Date

  • Scheduled Expiration Date

  • Envelope Template

  • Classic Document Template

The Envelope Search contains functionality to Save that search for future use. View the Document Search section for information on how to save a report search.

Bulk Send Information

After a bulk envelope instance has finished processing, and has completed its send, the instance can be searched for by using the date range search. There is additional information that gets added to the instance report for a bulk envelope:

  • Envelopes sent - This shows the number of envelopes sent out during the bulk send.

  • Envelopes failed - This shows the number of envelopes that did not successfully reach the signer.

  • Run time - Shows how long the bulk send instance took to complete and send out all of the envelopes.