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Identifying who the Requester is without having to click on “Your Electronic Signature is Requested”. Can a FILTER be added with the name on the "Action Required" page?
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Identifying who the Requester is without having to open the file. Can it be a FILTER on the "Action Required" page?
+1- Newcomer
Best answer by Alejandro.Ramos
Hi rm13,
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking to filter your Action Required list based on a recipient name, and I will help you get to the bottom of the issue.
You can search through your Action Required list by recipient name if you type their name in the “Search Quick Views” search bar, located at the top right corner of the dashboard, next to the Filters button.
For detailed steps on this process, see:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
- Community Moderator
- Answer
Hi rm13,
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I understand that you are looking to filter your Action Required list based on a recipient name, and I will help you get to the bottom of the issue.
You can search through your Action Required list by recipient name if you type their name in the “Search Quick Views” search bar, located at the top right corner of the dashboard, next to the Filters button.
For detailed steps on this process, see:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
- Community Moderator
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find
And, please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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