How to Customize the Envelope List

This document explains how to manage the envelope list in the mailbox, including customizing the columns, sorting, and display settings.

Control how many envelopes you see

Use Number per Page in the bottom-right corner of the page to change how many envelopes are shown.

Customize columns and filters

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

Add columns

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 envelopes

Use the same Customize View menu to apply filters by status or field.

To save your current filter setup, click the button.

Navigate folders

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

Your system administrator can enable hiding empty folders.

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

Unarchive envelopes

In the Archived folder, select envelopes and click the Unarchive envelope icon.

Delete envelopes (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

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

Deletion happens only after all participants move the envelope to the trash.

If a participant’s mailbox was deleted before they trashed the envelope, it may remain in the trash indefinitely for other participants.

Recover envelopes

In Trash, select envelopes and click the Restore envelopes icon.