Up until about a week ago, when I had a Completed Envelope I could move it to the completed folder. This way it would not show up in my “Sent” items list. I can still follow the steps to move it, but *everything* is showing up in my Sent folder (Void, Declined, Completed). Did DocuSign make a change to the process?
I might have solved my own problem: I adjusted the Status filter and it does what I need it to.
Hello
I hope you are doing well. It appears that you confirmed you were able to solve you issue. Favor, can you please mark your answer as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find. Thank you!
Best regards,
Melanie | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
I won’t mark this as resolved, as something has changed in the DS layout. I now need to make multiple clicks to get to the information that I am looking for (Sent, Inbox, Completed), whereas before it was a matter of clicking A or B.
Hello
While you previously indicated that this was possible, I must admit that I have made several attempts to replicate it, but I have only succeeded in moving items to the Inbox and Sent folders. When I tried to transfer a completed envelope from my Sent Items to another folder, the only options available were to move it to my Inbox or create a new folder. After conducting some research, it seems that this behavior is expected, and there has been no update released regarding any changes you mentioned upon my review. The Completed folder in DocuSign is a default Quick View that automatically shows any envelopes that have reached a Completed status. This means that once an envelope is completed (i.e., all required actions have been fulfilled), it will automatically appear in this folder without requiring any manual action from the user. Did you perhaps create another folder previously with a name similar to “Completed Folder”? Regardless, it would be advisable to open a support case so that Technical Support can investigate this matter further and determine if there is any record of this behavior occurring before, as well as assess whether this might be a bug.
To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.
Let us know if you need further assistance.
Best regards,
Melanie | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Let me explain more clearly:
I have four folders I frequently refer to: Inbox, Sent, Completed, Void, & Declined.
When I have an envelope that has been declined, I move it to the appropriate folder. When an envelope has been Completed, I move it to the appropriate folder. HOWEVER, when I click on the Inbox, those envelopes, which I have already moved, still show up in my Inbox.
Additionally (and this is the one that really bothers me), when I click on the Sent folder, I want to only see envelopes that are still active (in progress). Instead, I see Completed, Voided, & Declined envelopes there as well. I have to manually go to the “Status” button and select “In Progress” to get the list that I want.
Previously, both the Inbox and Sent folders would show me ONLY those envelopes that actually belong in the respective folders.
I have users experiencing the same thing. At about the time this thread was opened. I started receiving complaints from my users. Something definitely changed.
Hello
Thank you for your clear explanation, and I sincerely apologize for any inconvenience this may have caused. I appreciate you bringing this issue to our attention. Upon reviewing the situation, I found that there are similar cases where the problem was resolved immediately for some reason. Can we kindly perform the troubleshooting steps outlined below?
- Check if the browser needs to be updated.
- Log out and Log back into the account.
- Clear history and cache/cookies and set it to "All time."
- Try a different browser(s).
- Try to use Incognito.
- Different Internet network such as on a mobile device using data with Wi-Fi disabled.
- Check if the issue is happening on another device
If the issue continues, kindly open a support case so that a technical support team can further investigate. They might ask to share screens and collect logs to identify any potential backend issues. Thank you!
Best regards,
Melanie | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue.
Thank you for reaching out, Melanie
The same day that
FYI: it had been “a problem” for about two weeks. Hopefully whatever changed then won’t happen again. :)
I noticed today that the folders aren’t organized like they should be (back to the issue that I originally posted about). I took a short video to show the process that I am following, but I can’t upload it. Is there a way to share it here?
I restarted DocuSign and it is sorting the way it should again. I give up - I won’t wait for a solution because I can’t pinpoint the problem.
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