Use Mailbox to view, filter, and manage envelopes.
Create a new envelope
In Mailbox, click (top-right).
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Control how many envelopes you see
Use Number per Page to change how many envelopes are shown.
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Customize columns and filters
Open Customise View to change what you see in the list.
Start typing a field name.
Select a field to add it as a column.
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Only fields with Search enabled can be added as columns.
Filter envelopes
Use the same Customise View menu to apply filters by status or field.
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To save your current filter setup, click .
Navigate folders
Use the folders list on the left side of the page.
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Your system administrator can enable hiding empty folders.
Archive envelopes
Select one or more envelopes.
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You can archive only envelopes with these statuses:
Unarchive envelopes
In the Archived folder, select envelopes and click .
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Delete envelopes (Trash)
Select one or more envelopes.
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You can move to trash only envelopes with these statuses:
Envelopes in Trash are permanently deleted after 30 days (default). Your system admin can change this period.
Deletion happens only after all participants move the envelope to trash.
If a participant’s mailbox was deleted before they trashed the envelope, it may remain in trash indefinitely for other participants.
Recover envelopes
In Trash, select envelopes and click icon.
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