​How to Find Envelopes That Require Action

This document explains how to find an envelope that is in "Waiting for you" status.

Use Dashboard or Mailbox to find envelopes you need to process.

Check the dashboard

Open Dashboard and look for Waiting for you.

Check the mailbox

Open Mailbox and filter by status Waiting.

If you still can’t find it

Make sure you’re in the correct mailbox. Switch mailboxes and check again.