How do I search in the case archive?

Updated

All cases that you have access to in the account are listed in the Case Archive. You find it by choosing Cases in the green bar on the top of the page. 

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 Search the list 

What you can search for

  • Name of the case
  • Name of the documents in cases
  • Party information: name, company name, email address, national ID number and phone number.
  • Metadata

 

Filter and sort the list

Choose More options to reveal the Sort options.

Now you can sort by Name of the case (A-Z or Z-A) or by Created date (Newest first or Oldest first).

You can filter the list by case status 

Status Cases that are...
Draft Created but not yet sent
Sent Sent but not yet signed
Signed Signed by all parties 
Expired Expired (because the deadline for signature has passed) 
Rejected Rejected by a party that chose not to sign
Sealed Part of the process, if the case is stucked here, please contact the support
Pending Approval Waiting to be approved (Approval workflow)
warning Warning.