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BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY

Categories:eSignature
  • February 12, 2025
  • 7 replies
  • 115 views

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BASIC SORTING AND FILTERS FUNCTIONS FOR LARGE VOLUMN OF AGREEMENTS NEEDED URGENTLY.  I WOULD ALSO INCLUDE THE NEED FOR TAGS.

 

REPORTING IS ALSO VERY LIMITED.  I CANT SORT BY FOLDER WHICH IS THE ONLY WAY I CAN TRY TO KEEP A TRACK OF WHICH AGREEMENTS I HAVE ALREADY DOWNLOADED.

7 replies

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  • New Voice
  • September 29, 2025

And please not only for the Inbox. Don´t forget to implement in Massending - Batch view.

To sort most likely by Last Activity date.


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  • Respected Advisor
  • September 29, 2025

 

I’d like to see sorting at any point there is a list of envelopes: ‘In Progress’, ‘Completed’, all the folders, etc - it’s ridiculous that there is no way to sort huge lists of envelopes. I should not need to run a report just to check basics.

 

mr1 


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  • Docusign Employee
  • January 13, 2026

@claudia sallustio , we’re thrilled to share that this idea has been delivered!

Thank you for your feedback—it played a big role in shaping this feature.

You can learn more about how to use it Using Filters, and we’d love to hear what you think!

Best regards,
Marco | Docusign Community Moderator


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  • Docusign Employee
  • January 13, 2026
Idea SubmittedDelivered

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  • Respected Advisor
  • January 13, 2026

@marco.tanglao 

These filters are not useful for sorting.

“Status” just duplicates the options on the left menu. “Sender” and “Advanced” are toggles for a single variable. 

What would be helpful - is the ability to sort within the groups (completed, pending, etc). When I’m sending out dozens of envelopes every day for 3 months, and receiving 20-30 signed envelopes back in single day, I need to know which ones I’ve downloaded vs which ones I haven’t. A list of “completed” envelopes, which groups them all together, isn’t useful.

thanks

mr1


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@marco.tanglao   Thanks for trying but it's a fail from me.   The update does not sort or filter by header so I feel that I have been misunderstood.  You can search (with various criteria) but this is not what Im after.  I want to filter the data from the Sent Folder and the Completed Folder by the header (a simple basic function).   If I move the completed items to a folder I have created, how can I filter by folder?   I can’t.    Anyway, we have spent time and effort by our own IT experts inhouse to do a work around by extracting the data.   


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  • Respected Advisor
  • January 15, 2026

@claudia sallustio 

Is your workaround something that you could share with outers who are struggling to find a way to sort? 

 

Sorting a list seems like such a basic concept - I’m surprised that DocuSign is unable to offer it.

 

thanks

mr1