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Running a report only showing envelopes in WAITING FOR OTHERS folder

Forum|Forum|1 year ago
February 17, 2025
4 replies
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Is there a way to run an envelope status report of ONLY the envelopes in the WAITING FOR OTHERS page?

Best answer by Melanie.Panguito

Hello @karennabe,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

I understand your need to run a report of envelopes waiting for others.

Currently, we do not have this on the Envelope Report. I sincerely apologize. However, you can go to the Waiting for Others inbox, manually select the envelopes, and then select “Export as CSV.”

But if you are trying to run a report of all the users on the account, and you are an Administrator, you can run a report of Sent envelopes as technically they are still in progress envelopes.: Envelope Report

I hope this is helpful. Feel free to let us know if you have any questions. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

M

Melanie.Panguito

Answer

Docusign Employee

Hello @karennabe,

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

I understand your need to run a report of envelopes waiting for others.

Currently, we do not have this on the Envelope Report. I sincerely apologize. However, you can go to the Waiting for Others inbox, manually select the envelopes, and then select “Export as CSV.”

But if you are trying to run a report of all the users on the account, and you are an Administrator, you can run a report of Sent envelopes as technically they are still in progress envelopes.: Envelope Report

I hope this is helpful. Feel free to let us know if you have any questions. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

K

karennabe

Author

New Voice

I appreciate the feedback but I am pretty frustrated with the running reports business - I just want a simple report of all the items in my Waiting for Others folder that I can sort by date created. This shouldn’t be such a hassle.

I have suggested, and will again, that the Waiting for Others page be made customizable so we can see what we want at a glance.

M

Melanie.Panguito

Docusign Employee

Hello @karennabe,

I sincerely apologize for this. If you’re a Docusign Administrator for a corporate plan, you can file an enhancement request through a support case or by contacting your Account Team. Otherwise, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

Let us know if you need further assistance with this. Thank you!

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

M

Melanie.Panguito

Docusign Employee

Hello @karennabe,

I hope everything is going well. I would like to check if you require any additional assistance. As mentioned earlier, we encourage you to submit your product suggestions and feature requests on our dedicated ideas page here: https://community.docusign.com/ideas

Best regards,

Melanie | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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