Search for "Requestor" and "Signatory".

Question

I have tons of records in DS IAM and sometimes, when I am unable to find a record based on the name of the contract, I am unable to find the record based on the “requestor” or “submitter”.  Can you please fix it so that we can Search for a record based on the name and/or email of the “requestor” and “signatory” within DS IAM please?  Thanks!

Noralynn.Niduaza · Accepted Answer

Hi ​@Merium,We appreciate you reaching out to the Docusign Community and are delighted to have you join us.We’re sorry that you're having trouble finding documents in your account. Let me help you with this and provide the necessary information.Please verify how and where you are trying to find documents in the account. Are you looking for completed envelopes in the Agreements page or through the Agreement Dashboard?You may also provide a screenshot of the issue so I can check and provide an accurate resolution.In the meantime, please take a look at the information and instructions in these articles to see if that helps resolve it.Access Your Completed Envelopes and Documents﻿Agreements Dashboard﻿View Report Data for Sets of Agreements﻿ Thank you, and I look forward to your reply!Best regards,Noralynn | Docusign Community ModeratorFeel free to Like👍and click "Best Answer."

Noralynn.Niduaza · Answer

Hi ​@Merium,I hope you’re doing well and having a great day!I just wanted to check if the information provided helped resolve your concern.If thereare any remaining issues or additional questions, please let us know so we can address them promptly. We’d be more than happy to help.Wishing you a smooth rest of your day!Best regards,Noralynn | Docusign Community Moderator

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