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C
CAA Agency5CBA
Participant
September 14, 2021
Answered

Filter by Approver

  • September 14, 2021
  • 3 replies
  • 432 views

Is there a way to create a report of all documents that have one particular approver? I need to see all documents at once that have one thing in common: the approver. 

This topic has been closed for replies.
Correct answer SimonESATS

you can run a report and export this to csv. then use excel to filter by recipient/approver 

3 replies

C
CAA Agency5CBAAuthor
Participant
September 22, 2021

I was able to search by the actual email address and that filtered it out for me. I wasn't able to create a report but that did it. Thank you all for your help.

S
Adobe Employee
SimonESATSCorrect answer
Adobe Employee
September 16, 2021

you can run a report and export this to csv. then use excel to filter by recipient/approver 

    K
    Adobe Employee
    KiranMohan
    Adobe Employee
    September 16, 2021

    Hi @CAA Agency5CBA ,

    You can try exploring the APIs for this. Adobe Sign provides the search APIs that you use to filter out agreements based on one participant email id and in your case it would be the approver's email id.

    More details that you can refer - https://secure.eu1.echosign.com/public/docs/restapi/v6. Refer search API where you can add participantEmail attribute to filter agreements based on the one approver.

     

    Thanks and Regards,

    Kiran Mohan

     

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