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Troubleshooter
January 5, 2025
Question

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

  • January 5, 2025
  • 12 replies
  • 309 views

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. 

12 replies

Docusign Employee
August 29, 2025

Hi ​@AngelaPElRio — Welcome to the DocuSign community!

We understand your interest in the ability to sort documents by name for faster searching. You can submit an Idea or upvote existing Ideas and add a comment to describe your desired functionality. Ideas board is where we gather feedback and suggestions to guide future product improvements 👉 How to Use the Ideas Feature

Please review Ideas below related to sorting, upvote those that most closely align with the functionality you seek, and post a comment detailing how you envision it working

Sincerely,

Melanie | Docusign Community Moderator
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Respected Advisor
September 2, 2025

 

Sorting seems like such a basic feature. I’m really surprised this hasn’t been implemented. 

 

mr1

MR1