Managing your envelopes

Learn how to navigate and manage your envelopes on the Assin platform. In this section, you will find all the envelopes created by you, as well as those available for your signature.

Overview

The platform has two main areas related to envelopes:

My envelopes: gathers all envelopes created by you.
To sign: displays the envelopes that were sent to you for signing.

Although they have different purposes, both screens share the same layout and features, making navigation and management easier.

Envelope list screen

Envelope statuses

Envelopes are organized by status, allowing you to easily track the progress of each document:

Drafts: envelopes that are still being edited and have not been sent.
Pending: envelopes that have been sent and are awaiting signatures.
Completed: envelopes that have been signed by all participants.
Canceled: envelopes that were canceled and are no longer in progress.
Blocked: envelopes that have some editing restrictions after being sent.
Deleted: envelopes removed from the main list.

You can access each status directly from the side menu.

Envelope list

On the main screen, envelopes are displayed in list or grid format, including information such as:

Envelope name
Current status
Creation date
Expiration date
Completion date (when applicable)

Each item represents an envelope and can be clicked to view more details.

Searching envelopes

To find a specific envelope, use the search bar available at the top of the screen.

You can search by:

Envelope title
Name related to the envelope

Filters and sorting

The platform offers several options to help organize your envelopes:

Filter by period

Use the “Filter period” button to view envelopes within a specific date range.

Sorting

You can sort envelopes by the following fields:

Title
Description
Expiration date
Creation date
Update date
User ID
Envelope ID

You can also define the sorting order as:

Ascending (ASC)
Descending (DESC)

Switching view

In the top-right corner of the screen, you can switch between different display formats:

List
Grid

This option allows you to adjust the view according to your preference.

Accessing an envelope

When you click on an envelope, you will be redirected to the details screen, where you can:

View complete information
Track the status
Perform actions such as editing, canceling, or signing (when available)

Now that you know how to manage your envelopes, also check:

For more information, visit our website: https://assin.com.br/

See how simple Assin is?

Assin Digital Signature