SigningHub Admin provides comprehensive search facility to search registered accounts. In this regard, you can either manage (Create & Delete) your own search criteria to target a specific account, or use the "Default Searches" option to trace the relevant accounts.

You can use the following parameters to create a search criteria:

  • User name
  • User email ID
  • Enterprise name (in case of an enterprise account)
  • Country
  • Billing mode
  • Payment type
  • Service plan
  • Status (i.e. Active or Inactive)
  • System (i.e. Enabled or Disabled)
  • From and To dates
  • Time since accounts are not accessed (days) 


Create your custom search criteria
If you want to save a search criteria for future use:

  1. Click the "Accounts" option from the left menu.
    The "All Accounts" screen will appear. 
  2. Click  from the right side of search bar, as highlighted in the below image. 

     


  3. The "Search" dialog will appear. Specify the search parameter(s) (as listed above) in the "Manage Search" tab and click the "Search" button to retrieve the desired account(s). Specify multiple parameters as required to confine your search.

     


  4. Now specify the name for this search criteria in the "Save Search" field and click . A new search criteria will be created. 

     

    The newly created search criteria will start appearing inside the  menu of the "All Accounts" screen under the "Saved Searches" head.


     


Delete a search criteria
To delete your saved search criteria for future use:

  1. Click the "Accounts" option from the left menu. 
  2. Click  from the right side of search bar, as highlighted in the below image. 
     

  3. The "Search" dialog will appear. Click the "Saved Searches" tab.
  4. Click  adjacent to the saved search (to delete) from the dialog.
     

  5. System will prompt to confirm the deletion. Click the "Yes" button.


Download the records in excel sheet
You can also export the searched records to an excel sheet file (xlsx). 


For this:

  1. Click the "Accounts" option from the left menu.
    The "Accounts" screen will appear.
  2. Search the desired account records.
  3. Click  available at the bottom of the Accounts screen. 
    The excel sheet file is downloaded to your local Downloads folder.

​​​In case of specifying multiple search parameters, the search will be carried out by using AND operator(s) among all the parameters. This helps SigningHub to retrieve more targeted results.


See also