SORT, FILTER AND MANAGE COMPLETED AGREEMENTS - LIST OF AGREEMENTS ACTING ERRATICLY

HELP HELP HELP Someone please help me before I eat a whole block of chocolate.
Im a new user and docusign seems to have very basic functions missing. Forgive me if Im wrong. At the moment Im disliking docusign thats why im reaching out.

I have issued 260 agreements and managing these seems to be a challenge. Im sure there is a better way but I had to get these out urgently and it was/is what it was/is.

Sorting seems to be an issue for me. I would think all the latest completed documents sit at the top of the list on the first page (date order) but for some reason, they don’t - its random and there is no filter/sort function. The order of these agreements is erratic. Side note: I created 2 separate folders that I move the completed agreements into once I have completed the PDF and Formdata. This helps me identify the ones I have already downloaded the PDF and Formdata for. The rest sit in SENT folder on the screen until I do my thing. This seems to be the only way I can identify the unprocessed ones. I randomly get completed agreements (Agreements/completed) that just randomly pop up after searching for them in the search bar by name. Or I can hit next page x 100 times (looking for the ones that are still showing in the sent folder) They mysteriously come up either after I use the search option for an individual agreement or I redo the page by page.

Why is this happening. When I did a search, looks like this was a problem for someone 2 years ago.

Is there a hidden search/sort/filter I can use. If not why not?

Would be good to have tags. I could tag each agreement so that I could run reports that are useful.

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Hello, @claudia sallustio

Besides the Search feature in the Agreements section, You can try to run some Envelope’s Reports, they are useful for controlling their status and other types of filters.

Take a try!

I hope this helps.

Best,

Alexandre

@claudia sallustio

There are no tags, that I know of, and you’ve already discovered the folder option for managing envelopes. Unfortunately there is no way to sort envelopes in the completed/sent tabs. Reports can help with this (making sure you change the default dates, etc as needed). I use the email notifications as a secondary check (I also have a spreadsheet of send/completed items to make sure I don’t miss anything).

There are a couple of entries in the “Ideas” section related to sorting options that you could upvote if you have time. Not sure if that will get ‘sorting’ implemented, but one hopes.

good luck

mr1

Thanks for your response. I am currently using the reports. But unfortunately the reports are not helpful when i need to find and download all of the PDF’s and formdata one by one. I find docusign surprisingly so underdeveloped with no options to sort. Very disappointing.

@ Alexandre Augusto

Thank you for your response Alexandre. I am already using the reports and they do not solve the challenges I have processing large volumes of documents. The reports are basic and helpful somewhat but are not the right tool for what I'm challenged with.

I can’t be the only user that is frustrated with the limitations of Docusign. I hope this is on your list of upgrades.

Hello @claudia sallustio

Thank you for reaching back.

I’m sorry to hear that the search process in Docusign does not suit your needs. Do you have a cloud server? If so, maybe our Agreement action feature can assist, it will allow you to automatically download completed documents to a specific folder in the cloud: Automate Common Post Signature Tasks With Agreement Actions

Otherwise, we invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

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!

I have already added my idea. Lets hope that basic sorting and filtering options are added to Docusign before I need to do the next lot of agreements. Otherwise I may need to look at alternatives.

Hello @claudia sallustio

Thank you for reaching back and sharing your ideas. I hope you have a good day!

Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

I look forward to seeing basic sorting/filtering and hopefully tags. Tags that can be created and applied to the agreements, adopted sooner rather than later.

And for the reporting: include the folder that the agreement sits in. Docusign allows the creation of folders but is not a field that is included in reporting- or is it? I couldn’t see it in the drop list of options for customisation. This would be helpful and a very easy fix for your programmers. Can you find out if this is possible - PLEASE

Hello @claudia sallustio

Thank you for reaching back.

As mentioned, your ideas for enhancements should be posted on our dedicated page (https://community.docusign.com/ideas), by doing so, you give our engineers visibility and they will determine if to create and add the enhancement depending on how many other users upvote it and depending on the availability of the application itself. I hope you have a great day!

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!

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