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Filter by Approver

New Here ,
Sep 14, 2021 Sep 14, 2021

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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. 

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Adobe Employee , Sep 16, 2021 Sep 16, 2021

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

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Adobe Employee ,
Sep 16, 2021 Sep 16, 2021

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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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Adobe Employee ,
Sep 16, 2021 Sep 16, 2021

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

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New Here ,
Sep 22, 2021 Sep 22, 2021

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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.

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