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Route: /documents The list shows documents (envelopes) in your organization. You can open a request, start a new one, or archive files you no longer need in the active list. Search by title, envelope ID, templates, or contacts.

Statuses

Actions

  • + Document — start a new request
  • Open a row to see document detail
  • Archive a completed or unused request
Completed (signed) documents cannot be deleted. Archive them. Archived files are removed automatically after 30 days.