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How Do I change the Default Time of Completed Documents

  • December 21, 2024
  • 3 replies
  • 54 views

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Hi, I am trying to figure out if there is a way to change the default time frame for completed documents on the home page to 12 months instead of 6, as seen in the attached screen clip.

Best answer by JohnSantos

@NorrisLaw 

Unfortunately, DocuSign currently doesn’t provide a setting to permanently change the default “Completed” time frame on the Home (or Manage) page from 6 months to another range (like 12 months). The default 6-month window is a built-in limit.

You could manually change it and Bookmark the Search URL.  This won’t change DocuSign’s built-in default, but it allows you to quickly revisit the 12-month Completed results by clicking on your bookmark.

You might want to reach out to DocuSign support and create a case.   Depending on your plan, you might be able to request 12 months to be the default value.

3 replies

Hengfeng Ge
Hero
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  • Hero
  • December 21, 2024

I think there is no feature for customize the Docusign home page. You can create an idea in the ideas of community.

https://community.docusign.com/ideas

 

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🌍 Docusign Partner | Partner Profile

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🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

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JohnSantos
Guru
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  • Guru
  • Answer
  • December 23, 2024

@NorrisLaw 

Unfortunately, DocuSign currently doesn’t provide a setting to permanently change the default “Completed” time frame on the Home (or Manage) page from 6 months to another range (like 12 months). The default 6-month window is a built-in limit.

You could manually change it and Bookmark the Search URL.  This won’t change DocuSign’s built-in default, but it allows you to quickly revisit the 12-month Completed results by clicking on your bookmark.

You might want to reach out to DocuSign support and create a case.   Depending on your plan, you might be able to request 12 months to be the default value.


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  • Community Moderator
  • January 7, 2025

Hello ​@NorrisLaw ,

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Best regards,

Nathaly | Docusign Community Moderator
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