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Legacy User
Apr 16, 2019 1:41 PM UTC
Solved

How do I search for a document using the sender's email address?

How do I search for a document using the sender's email address?
Docusign Employee
Apr 16, 2019 3:47 PM UTC

Here are the steps...

1) Login to your DocuSign account

2) Go to Manage, select your Inbox.

3) Select Edit next to "Filtered by"

4) Add the email address to the Search box and then set the other fields appropriately, specifically 'Sent by Anyone' under "Sent", and the appropriate Date encompassing when the envelope would have been sent.

5) Apply

3 replies

Docusign Employee
Apr 16, 2019 3:47 PM UTC

Here are the steps...

1) Login to your DocuSign account

2) Go to Manage, select your Inbox.

3) Select Edit next to "Filtered by"

4) Add the email address to the Search box and then set the other fields appropriately, specifically 'Sent by Anyone' under "Sent", and the appropriate Date encompassing when the envelope would have been sent.

5) Apply

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Legacy User
Apr 16, 2019 3:58 PM UTC

Thank you for that, it worked perfectly!

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Newcomer
Apr 11, 2024 4:11 PM UTC

I have the dates set as all, I have tried 12 months.  I only get 4 results

 

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