By using Web Form, I have set up a process where an employee needs to find an envelope using information from a specific field in the webform (an adress field). I’ve tried to use the the advanced search option to include a search for custom fields, but this does ot seem to work.
Any ideas?
Hello,
You are welcome to the Docusign Community!
Have you tried the Web Forms Report?
Go to the Reports page, select on the left Document Data then use the Web forms report, edit the time period, filter, etc then run the report accordingly what you’re looking for.
Let me know if I answered your question.
Best,
Alexandre
Hi Alexandre,
Yes I can find the envelopes through web forms reports, but I need to have an associated link so I can access the specific envelope.
Still, however, it would be more neat to be able to search for it via the advanced search option as this is more user friendly.
Hope that you can help!
/Christian
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
I’m sorry to hear that the search options are not suited for you, I understand you would like to search for envelopes using a information in the webform.
Are these custom fields envelope custom fields or document custom fields?
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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