How to Search for a Document
Last Updated: Jul 31, 20262 min read
Somewhere in your account is the Hendersen agreement from April. Here's how to find it in five seconds.
The Search Bar
On the Sign Request page, search matches:
• Request titles.
• Document file names.
• Recipient names and emails, often the fastest key: search "hendersen" and everything they ever signed appears.
Narrowing Down
Combine search with the filters:
1. Status: In progress, Completed, Declined…
2. Date range: "sometime in Q2".
3. Folder: limit to one process.
Tip: Name requests descriptively at send time ("MSA: Hendersen Corp, 2026 renewal") and future searches become trivial. Your naming discipline today is your findability tomorrow.