You can list all the received envelopes in your inbox, locate a specific document, or find specific documents by using the filtering options.
- Click on Inbox under Envelopes on the sidebar.
A list of all the received envelopes, containing eBLs and other documents, is displayed.
- The filtering options are for selecting from the entire envelope lists or selecting by a specific value.
Selecting from the Entire Inbox Select whether to search the current folder or all folders (searches across all folders within your Business Unit) by clicking the button on the top left. Then:
- Free text search bar - Type keywords to find specific envelopes or documents.
- My Possession button - to list only envelopes under your possession
- Party & Country button - Select one or more parties involved in the transaction and choose the country or countries associated with the envelopes.
- Advanced button - Click on the Advanced button search criteria to define additional search criteria:
- By dates: Indicate From and To date range
- By Action: select Surrender, Amendment, or Endorsement
- By Role: Export, Import, or Other.
- By eBL Types: Straight, negotiable, or Bearer
- By Issuer name
- By Labels
Selecting a specific field value
Click on the search indicator of the column you want to search, then click the values to filter.
You can select the status, Received, In Progress, or Done status, in the Status column.
The above example shows how to filter specific documents by indicating the values in the Documents column of the table.
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Note: The below Search window with reduced options will appear for SMB users.