Transactions overview
Once identified, you are redirected to your workspace dashboard where you can display transactions created by you and other workspace members.
Filters
From your dashboard, you can search transactions using filters:
- Created by me: allows you to display only transactions created by you.
- Status: allows you to filter transactions by status (draft, in progress, paused, cancelled, expired, completed).
- Monitoring: allows you to display transactions by state (on standby, expires soon, followed, private).
- Folders: allows you to display transactions related to one or more folders of your choice.
Note that you can combine filters to refine your search.
To access advanced filters, click the more filters button.
Access services
From the left sidebar of your dashboard, you can access all Universign services: Transactions, Archives and Templates.
Export transactions
You can export transactions (except archived ones) to CSV format. The extracted CSV file contains:
- transaction ID
- transaction name
- folder ID
- folder name
- creation date
- start date
- expiration date
- origin (Webapp or API)
- creator (email or API key ID)
- creator name
- stalled
- status
- progress value
- closed date
- participants
Note that you can export archived transactions from the Archives dashboard. For more details, visit About archived transactions.
Apply advanced filters (if needed), then click the Export button.
Note that export includes only transactions the member can display (depending on his/her role). For more details, visit Manage members.
