How to Customize the Envelope List

This document explains how to customize the envelope list in Mailbox, including columns, folders, archiving, and Trash actions.

Customize the envelope list in Mailbox to control how many records you see, which columns appear, and what actions you can apply from the list.

Change the number of envelopes per page

Use Number per Page in the bottom-right corner to change how many envelopes appear in the list.

Customize columns

Open the menu to change what you see in the list.

Add columns to the list

1. Open Customize View.

2. Start typing a field name.

3. Select a field to add it as a column.

Only fields with Search enabled can be added as columns.

Filter the list

Use Customize View to apply filters by status or field.

For the full filtering flow, see How to Filter Envelopes.

Navigate folders

Use the folders list on the left side of the page.

Your system administrator can enable hiding empty folders. Learn more in How to Add a Corporate Account Admin.

Archive envelopes

1. Select one or more envelopes.

2. Click the Archive icon.

You can archive only envelopes with these statuses:

• Completed

• Overdue

• Cancelled

• Draft

Restore archived envelopes

1. Open the Archived folder.

2. Select one or more envelopes.

3. Click the Unarchive envelope icon.

Move envelopes to Trash

1. Select one or more envelopes.

2. Click the Trash icon.

You can move to trash only envelopes with these statuses:

• Completed

• Expired

• Cancelled

• Draft

Restore envelopes from Trash

1. Open Trash.

2. Select one or more envelopes.

3. Click the Restore envelopes icon.

Permanent deletion

• Envelopes in Trash are permanently deleted after 30 days by default. Your system administrator can change this period.

• Permanent deletion happens only after all participants move the envelope to Trash.

• If a participant’s mailbox was deleted before they moved the envelope to Trash, the envelope may remain there indefinitely for other participants.