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Participant
November 18, 2019
Question

I want to find file of my client

  • November 18, 2019
  • 1 reply
  • 300 views

how can i find out the file messing in our system , we really need to find this client information.

This topic has been closed for replies.

1 reply

Meenakshi_Negi
Legend
November 19, 2019

Hi Neroli_Institute,

 

As you have mentioned above, you are trying to find a file in Adobe Sign. Is that correct?

If you remember the agreement/file name, you can use the search tab to locate the file. 

Did you sent that file for signature to the client? If yes, set the filter for "Completed" (if the file is signed and filed).

 

Let us know if you need any help or experience any issue.

 

Regards,

Meenakshi