Filters Overview
Filters exist to allow you to quick find items in your Upsign account. Filters exist for Documents, Templates & Contacts. Some filters come out of the box for every user. Users can also create their own filters.
Out of the Box filters for documents
Out of the box filters exist for documents to allow you to filter by Status, Date and Sender. You can apply multiple filters at the same time. When a filter is selected, it will automatically filter the results on the page to the selected filter(s).
Custom Filters
You can create custom filters by adding custom date filters or creating folders. Custom filters belong to the user that creates them. They are not visible by other users.
