Can I search for envelopes in Contacts?
Yes! As well as searching in Library, you can also search for envelopes by a party’s name or email in Contacts.
- Click the Contacts tab on the left, to open up your Contacts section.
2. Type in the party’s name or email in the search bar at the top and hit Enter, or press the magnifying glass to search.
3. Once you find the contact you’re after, click onto their name.
5. Here you can see all the envelopes this contact has ever been sent and the status of them.
6. If wanting to filter by ‘Signed, Cancelled,’ etc, just click on the filter at the top.