1. View Envelope Details
After the envelope is initiated, users can view the envelope’s details and history from the action bar.
Including subject, envelope ID, send time, recipient information, and IP address, making it easy to track the envelope’s lifecycle.
You can also search and filter to quickly locate specific envelopes.
2. Download Envelope Documents
- On the Agreements page, locate the target envelope.
- Click the More menu and select Download.
- Choose the download format (PDF, ZIP) and click Confirm.
3. View Envelope History
- Open the envelope details page.
- Click the History tab.
- Review the complete event log, including send time, view time, sign time, and IP address for each action.