Envelope Management

Hi ​@ElspethB,

We appreciate you reaching out to the Docusign Community and are delighted to have you join us.

I’m sorry to hear about your concern regarding managing envelopes across all users in the account. I understand how important it is to track down envelopes sent to clients you are no longer working with and take care of any related documents.

An admin can utilize the reporting feature to locate envelopes associated with a specific recipient. By generating an Envelope Report, you can filter results by recipient name or email address, sender, date range, and status. This allows the admin to identify which user sent the envelope without needing to access each account individually. Once the report has been generated, you can export the data as a CSV file for easier review and tracking.

Kindly refer to this article for more information: 

Envelope Report  

Envelope Recipient Report  

If you need anything else or have more questions, feel free to reach out. I’m happy to help. 

If this helps, feel free to Like👍and click "Best Answer."

Sincerely,

Noralynn | Docusign Community Moderator

Thanks a lot Noralynn - that’s really helpful.

Regards.

Elspeth

Hi ​@ElspethB,

I appreciate your response. 

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! 🌞

Sincerely,

Noralynn | Docusign Community Moderator

If this helped, feel free to mark it as "Best Answer" so others can find it too!

Good afternoon, a further query, if I may please.

We clearly need to get into a habit of regularly deleting documents that we have dealt with but, in the meantime, is there any way that an administrator can bulk delete items for a) either themselves in relation to one or more clients, or b) on behalf of the team?  

Also, is there a facility whereby we can set up an automatic deletion after, say, 2 months?

Thanks a lot.

Hi again ​@ElspethB,

Thank you for getting back to me.

If I understand it correctly, you would like to bulk-delete envelopes or documents at the user level or on behalf of another user. Also, looking for an option to set automatic deletion for a specific period. I’m happy to help! 🙂

On a user level or as the sender, they can try the following steps to do a bulk envelope deletion:

1. Go to Agreements > All Agreements

2. Use the Date filter to customize the start and end date

3. Select envelopes for deletion

4. Click on the 3 dots on top (beside the Move button), then click Delete

Please take a look at the image below for guidance.

Link for reference: Delete Envelopes

An admin can set up Shared Access to users and grant permission where the other user can void envelopes on behalf of another user. Please take a look at how the Shared Access works, and its permission through this article: Shared Access to Envelopes

Regarding the automatic envelope deletion, Docusign offers a Document Retention Policy, which allows an admin to set the number of days to retain completed, declined, and voided documents. Setting a document retention period is optional. By default, Docusign securely retains all customer documents on the service for as long as the account is active.  

For more information, kindly refer to this article: Set Document Retention Periods 

If you have set up document retention in the account, please take note that documents will no longer be retrievable from Docusign once deleted. To ensure continued access to important documents, we recommend downloading and securely storing completed envelopes outside of Docusign.

I hope this is helpful! Feel free to reach out if you have any questions or clarifications.

Sincerely,

Noralynn | Docusign Community Moderator

If this helped, feel free to mark it as "Best Answer" so others can find it too!

Thanks again Noralynn, I shall take a look at that next week.

Have a good weekend.

Elspeth