Filter sent documents

You can filter your sent documents in multiple ways:

  1. Team members (that have sent document)
  2. Date of creation / sending
  3. Sending status
  4. Searching for the document´s name


If you have more than one person in your account sending documents, you can look at what both have sent and also filter by team member to see documents sent by individuals.

Filtering by creation date allows you to choose to view by "Today", "This week", "This month", "This year" and a customised period of time.

If you want to know in more detail how to filter your documents by sending status, read the article Status of sent documents.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk