All agreements is not the same as inbox

Question

I manage my DocuSign envelopes through my ‘inbox’ and ‘sent’ folders. Once I am done with an item in my inbox, I move it to the appropriate folder. Once an item in my sent folder is complete, I also move it to the appropriate folder.

The ‘new navigation’ view does not allow me to view my data the same way. Everything is pulling in instead of what’s truly in my inbox. Are there settings I can update so that I have a setup similar to an inbox and sent folder?

mr1 · Answer

Before anyone mentions it - the “quick view” defaults do not resolve this.

Every user should have a way to control the views in order to see what is relevant to them - and a way to make their relevant choices “stick” so one is not constantly fiddling with the presets.

thanks

mr1

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