How to Filter Envelopes

This document explains how to use filters in Mailbox to find envelopes faster.

Use filters in Mailbox to find envelopes faster by status, date, sender, template, and searchable template fields. Save the filters you use often to apply them again in one click.

Use built-in filters

Filter by these standard parameters:

• status

• period

• sender

• template

Filter by status

• Waiting for you

• On approval

• Pending

• Completed

• Cancelled

• Expired

Filter by period and sender

Filter by the period when the envelope was sent or received.

Filter by the sender’s mailbox.

Filter by template

Filter by the template used to create the envelope. The Template picker shows templates used by envelopes currently visible in your mailbox list.

When you search in Template, the modal shows up to 25 templates.

Search by subject or envelope UUID

Use the search box to find an envelope by subject or envelope UUID.

Save a filter

Saved filters are stored at the mailbox level.

1. Set the filters you need.

2. Click the button.

The saved filter becomes available for one-click reuse.

Add more filters

1. Click Add filters.

2. Select a parameter from the list.

3. Check the box next to the filter to apply it.

To remove a filter, click the X (remove) icon next to it.

Filter by template fields

If a template field has Search enabled, you can use it as a filter in Mailbox.

Customize the list

To hide, reorder, or add columns, see How to Customize the Envelope List.