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we send two different templates from the same email/account and we want to organize the envelopes by template sent in the inbox so that you can see the canceled, completed, in progress,... of each template. How can I create these 'folders' so that they are automatically classified? Can I see them in Outlook if I have the mailbox available?
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Send and organize envelopes from two different templates sent from the same email address
+1- Newcomer
Best answer by nathaly.monge
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Docusign at the moment does not have an automatic folder sorting feature, however you can try to run an Envelope Report. There is an option that allows you to connect to a cloud service and have either sent document or completed documents stored there using a specific path to a specific folder: Evaluating Agreement Actions
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!
- Community Moderator
- Answer
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
Docusign at the moment does not have an automatic folder sorting feature, however you can try to run an Envelope Report. There is an option that allows you to connect to a cloud service and have either sent document or completed documents stored there using a specific path to a specific folder: Evaluating Agreement Actions
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!
- Community Moderator
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
- Community Moderator
Hello
I hope you are doing well.
If you found the response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post?
It helps other community members who might have similar questions. Thank you!
Best regards,
Marco Paulo | Docusign Community Moderator
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