Hello, @carolyn.beggBR 

Welcome to the Docusign Community!

You can run an Envelope report in the Reports page, use the available filter there including filtering by recipient name (your customer’s email domain, for example).

Another approach could be creating Customer Envelope Fields. You can create a field for example: Customer Name. After enabling that field in the Settings page, all new envelopes will have that field to the sender fill in. 

In the Report page you can run, for example, an Envelope report filtering by that custom envelope field Customer Name.

Let me know if I answered your question.

Best,

Alexandre

@carolyn.beggBR - You can run an Envelope Recipient Report and Edit the Columns to include the recipient's name and email address. 

@Alexandre.Augusto - thank you, how do I create customer envelope fields? Thanks

Hello, @carolyn.beggBR 

Sorry, I said wrong the name of the feature, it’s Envelope  Custom fields.

• Go to your account in the Settings page
• on the left panel select CUSTOM Envelope fields
• you will see on the top right a button Add field
• click on it
• give a name to your custom field
• select the option to make it visible to the enveloper’s creators (Senders)
• select if you’re making it required or not
• select the type of field
• Done

See the figures:

Let me know if you get it done!

Best,

Alexandre

Hi @carolyn.beggBR,

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