Browse Envelopes

View, filter, and manage envelopes from the Dashboard.

The Envelopes page lists all envelopes in your account. Use it to monitor signing progress, inspect envelope details, and take actions like canceling or downloading deliverables.

To view your envelopes, go to Envelopes in the Dashboard.

Toggle Test Mode in the top-right corner to switch between test and live envelopes.

Filtering envelopes

Use Filter by status to narrow the list to envelopes in a specific state:

Status	Description
Processing	The envelope is being prepared. Documents are validated and recipients are queued.
In Progress	The envelope has been sent to recipients and is waiting for completion.
Completed	All recipients have completed the envelope. A deliverable has been generated.
Failed	An internal error occurred during processing.
Canceled	The signing process was stopped before completion.

Learn more about the envelope lifecycle.

Envelope details

Click any envelope in the list to view its full details.

The detail page is organized into the following sections:

Details

Shows the envelope’s properties — created at, completed at, sender, label, title, message, language, time zone, and timestamp format.

On in progress envelopes, the Details section also includes the Download Current Version button, which lets you download a PDF of the current state of the envelope. This is useful for reviewing the documents and any signatures collected so far.

Recipients

Lists each recipient with their name, key, type (signer, approver, or preparer), current status, and the time their status last changed.

Documents

Lists the documents included in the envelope with their order, title, and page count.

Emails

Lists the emails sent for this envelope. Click any email to open it in the Email Inspector for full details, attachments, and delivery reports.

Envelope actions

The detail page provides action buttons depending on the envelope’s status:

• Download — download the deliverable PDF once the envelope is completed. Available on completed envelopes.
• Cancel — permanently stop the signing process. Available on in_progress envelopes. This action is irreversible. See Cancel an envelope.
• Delete — remove the envelope from your account. Available on completed, failed, and canceled envelopes.

You need the Manage envelopes permission to view and manage envelopes. See Manage Team Members for details on roles and permissions.