Hello, @StarSearcher 

You are welcome to the Docusign Community!

I’d like to suggest you this: create a custom envelope field in the Settings page. You could created as a text field making it mandatory or optional. After doing that, each NEW envelope send will have such text field to the sender type the Vendor name, for example. Later, doing searches you can use that custom envelope field to search and/or use in the reports.

Now, you have a lot of already completed envelopes where you need to search, I’d suggest to use an Envelope report in the Reports area. You can customize that report by including filters. One filter that you can use it the Recipient name field. For example, let’s suppose your vendor’s name is ACME, you could type in the Recipient name field: @ACME.COM. A report will be generated with all envelopes where there is a recipient email @ACME.COM

It’s possible to download that report as a .CSV file to be used in another system or app like Excel. 

I hope that helps! If you’re going to respond this message, use @ plus my name so I’ll be notified.

Best,

Alexandre

Hello @StarSearcher ,

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Best regards,

Nathaly | Docusign Community Moderator
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