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Question

Filter active envelopes by client & show only latest recipient

  • October 28, 2025
  • 3 replies
  • 42 views

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Is there a way to filter active envelopes in DocuSign by a specific client or client matter number (stored in a custom field), and then only display the latest recipient in the report?

Use Case:
We manage multiple envelopes per client, and each envelope may have several recipients. For reporting and tracking purposes, we need to:

  • Select all active envelopes linked to a specific client or matter number
  • Filter the results to only show the most recent recipient, rather than the full recipient history

What We’re Looking For:

  • A way to query or report using custom fields
  • A filter or view option that limits recipient data to the latest signer
  • Ideally, something that can be exported or integrated into reporting workflows

Has anyone achieved this with existing DocuSign tools or APIs? Any tips or workarounds would be appreciated!
Thanks in advance!


Kenneth

3 replies

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  • Community Moderator
  • November 4, 2025

Hello ​@Kenneth 

Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible. 
Upon checking, unfortunately, what you wanted to achieve isn’t possible on our end.


If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Sincerely,

Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"


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  • Community Moderator
  • November 12, 2025

Hello ​@Kenneth 

How are you? I'm just checking in to see if you still need help. If yes, please reply here with more context, or confirm if the issue has been resolved. 

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

 

Sincerely,

Ma. Cassandra | Docusign Community Moderator

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


paige.rossi
Docusign Employee
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  • Docusign Employee
  • November 13, 2025

Hi ​@Kenneth Can you share a bit more about your requirements for the following:
 

  • Ideally, something that can be exported or integrated into reporting workflows