Sent Folder Search not Working

Hello ​@hmoldovan,
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
To access shared envelopes, you need to ensure that sharing is enabled by your account administrator and that you have been granted the appropriate permissions. If you are unable to access shared envelopes, verify that you have been granted access by checking your account's Shared Access settings and that the envelopes you are trying to access were actually shared with you. 
 

1. Verify Shared Access Permissions:

• Check Shared Access settings:

  Log into your DocuSign account, navigate to your profile image, then go to My Preferences > Signing and Sending > Shared Access.

• Review lists:

  Examine the "Shared With Others" and "Shared With Me" lists to see if your account has been granted access to others' envelopes and vice versa.

• Contact Administrator:

  If you are missing access, contact your account administrator to update your permissions. 

2. Ensure Envelopes are Shared:

• Confirm Sharing:

  Make sure that the specific envelopes you are trying to access have been shared with you. 

• Check Sender:

  Verify the sender of the envelope is the user whose envelopes you are trying to access. 

• Shared Access vs. Shared Envelopes:

  Be aware that there are different ways to share envelopes. Older methods might be referred to as "shared envelopes" while newer methods might be called "shared access". Ensure you are using the correct method. 

3. Actions on Shared Envelopes:

• View and Manage:

  If you have access, you can view and manage shared envelopes. This may include actions like correcting, resending, voiding, copying, or forwarding them.

• Limitations:

  You cannot move a shared envelope or sign on behalf of the shared user unless you have been granted manager permissions. 

4. Troubleshooting Tips:

• Multiple Accounts:

  If you have multiple DocuSign accounts, ensure you are accessing the correct account. 

• Administrator Access:

  If you are an administrator, you can manage shared access settings for other users. 

• Envelope Status:

  Ensure the envelope is not in a completed or voided status, as these actions may restrict access. 

• Expiration:

  Envelopes expire after a certain period (default is 120 days), so ensure the envelope is still active. 

Please let us know if you require any further assistance. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

Hi there! This shared inbox does not have any issues with access. The team can see their envelopes. The issue is specifically with the search field in the Sent folder in their inbox. They are no longer able to search through the inbox with previously used keywords such as recipient name, email, etc.

When they attempt to run a search through the Sent inbox, they do not any search results.

Thank you!

Hello ​@hmoldovan 
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.

To check further, we highly recommend you create a case so expert can assist you and gather details if this is unexpected behavior or bug-related.

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

Hi ​@hmoldovan 

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

Hi there,

This issue resolved on its own for the team without any changes. Thank you!

Hi again, ​@hmoldovan 

That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.

Wishing you a smooth rest of your day!

—
Ma. Cassandra | Docusign Community Moderator