Organize envelopes with folders and understand status

Envelopes in WoltSign live in folders with clear status labels. The folders view gives you stat cards and tabs so a 12-agent brokerage or HR team can see what is waiting on signers without opening every row.

Folders view vs list view

Open Envelopes from the sidebar. Toggle between folders view and list view depending on how you prefer to scan work. Folders view emphasizes tabs and summary stats. List view shows rows you can sort and filter.

Create and select a folder

Create a folder when you need a new bucket, such as Leases or Onboarding. Select a folder tab to scope the table below. When you create an envelope, you pick the folder in the Details step.

Stat cards

At the top of the folders view, stat cards summarize Total, Completed, Pending, and Cancelled counts for the active folder or workspace scope. Use them as a quick health check before standup or a client call.

Status labels

Each envelope carries a distribution state. Common values you will see:

• Draft: saved in the wizard, not sent
• Ready: complete enough to send from detail
• Pending: sent, waiting on signers
• Sent: in flight to recipients
• Completed: all required signatures collected
• Cancelled: closed without completion

All Envelopes vs folder scope

All Envelopes shows every envelope in the workspace. Folder tabs limit the list to one bucket. Use folder scope for daily work and All Envelopes when you search across teams or months.

Row actions

Each row offers actions to view detail, edit, or delete. Deleting moves an envelope to trash depending on your workspace rules. View opens the detail page where you track signers.

Routes not in the main sidebar

The app may expose Team, Drafts, or Trash routes that are not pinned in the primary sidebar. Your daily path is Envelopes → folders or list. Draft envelopes also appear with Draft status in the main list.