Filtering Options for All Agreements in lieu of Inbox
Make filtering options “sticky” when in the All Agreements folder.
I’ve spoken with DocuSign Support regarding the removal of the Inbox option for end users and the available filtering options in the All Agreements window. The only successful filtering choice available to me is Quick Views: Action Required to see only those envelopes that require my attention. Otherwise I see every single envelope regardless of the current status.
The only downfall is that the filtering is removed every time I move away from the All Agreements window and come back. It would be great if the filtering choices would stick for the entirety of the user session. We have power users in our office that can have up to 100+ envelopes in states of flux, so having to refilter every single time is very time consuming and tiresome.
Back to Docusign.com

