Guidelines to organise and sort documents onto folders

Forum|Forum|27 days ago
July 23, 2026
2 replies
73 views

Hi

Using DocuSign on its simplest way : write and send documents towards different addresses

My user wants to sort all the historical exchanges onto dedicated folders (the same way we’d be doing using MS Outlook for the mails)

what are the guidelines / best practices available

Thanks

Stéphane

J

Jenny.Martin

Community Moderator

Hello @stephane1919,

Thanks for your question!

DocuSign supports the creation of folders and subfolders, allowing you to organize your envelopes in a structured way. You can move envelopes into these folders to help categorize and manage your documents more effectively.

For additional guidance, you may find the following articles helpful:

Let us know if we can help with anything else!

Best Regards,

Jenny | Docusign Community Moderator
Mark as "Best Answer" if this helped you out!

J

Jenny.Martin

Community Moderator

Hello @stephane1919,

We trust that all is well. We’d like to know if the suggested solution was helpful. If yes, we would greatly appreciate it if you could mark it as "Best Answer", to help other community members find trusted answers.

Let us know if you need further assistance. We’re here for you!

Best Regards,

Jenny | Docusign Community Moderator

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