The short answer: The Transactions page is your hub for managing all transactions — search and filter, access documents, export data, archive, and track status.
Transactions are managed in Transactions, which displays transactions created individually (regardless of status) and completed EasyLink transactions. Select Transactions from the left menu to access your transaction list.
Search and Filter
Search and filter transactions to quickly find what you're looking for.
Use the search bar at the top of the Transactions page to find a transaction by name, email, or transaction ID. Use the arrows in the upper-right corner to page through all transactions.
Read more about searching and filtering transactions.
Access and Download
Access documents and signer information from within any completed transaction.
View and download completed documents, and review signer ID information, from within any transaction.
Read more about these functions:
Export
Export your transaction list to a CSV file for reporting or recordkeeping.
The Export button in the upper-right corner lets you export a list of all completed transactions to a CSV file.
Read more about Transaction Export: Columns and How-To.
Archive and Delete
Archive and delete transactions to keep your transaction list organized.
Archive and delete transactions from the list to keep your workspace organized and ensure only relevant transactions are displayed.
Read more about these functions:
Transaction Statuses
Transaction statuses reflect where each transaction is in the process.
Transactions display one of the following statuses:
- Draft
- Sent
- Partially complete
- Awaiting payment
- Complete
Read more about transaction history and status definitions.
Summary Checklist
- Search and filter transactions by name, email, or ID from the Transactions page.
- Access and download completed documents and signer IDs from within any transaction.
- Use the Export button to download a CSV of all completed transactions.
- Archive or delete transactions to keep your transaction list organized.
- Track transaction progress with statuses: Draft, Sent, Partially complete, Awaiting payment, and Complete.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
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