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- Sending for signature
Where each kind of envelope appears
Why the list shows what you sent, and how to see proposal signatures and your own beside it.
Last updated
Envelopes shows what you composed and sent yourself. A document you signed on your own also produces a signed record, and it is kept out of that list until you ask for it. The dropdown reading Sent as envelopes, above the table, is where you ask.
The options
- Sent as envelopes is the default. Documents you built and sent to somebody.
- Signed by me shows documents you signed alone on the Self sign screen.
- Everything shows both together.
The tiles above the table follow the same choice, so the counts always describe the rows underneath them.
Why the default is narrower than everything
The hidden kind already has a better home. A document you signed alone was never sent to anybody, and it sits on the Self sign screen where you made it, so listing it beside the documents you sent to clients would mix two different jobs in one table.
It is not deleted, hidden from you, or treated differently in the record. It keeps its own audit trail and certificate of completion, and each is reachable in one click from the list once you change the filter.
Finding one of them quickly
- A document you signed yourself. Open Self sign in the menu. See Signing a document on your own.
- From the list. Set the dropdown to the one you want, or to Everything.
What it does to your allowance
Only the first kind is counted against that allowance. An envelope you sent uses one of your monthly sends; a document you signed alone is metered separately, because nothing was sent to anybody. See Allowances, and what happens when you reach one.
If a row is still not there
The source dropdown is one of four filters on this screen, and any of them can hide a row you are sure exists. See I cannot find an envelope I know exists.