How do I see how many envelopes my account has used?

How do I see how many envelopes my account has used?

The Reports feature in DocuSign can be used to see how many envelopes have been sent from your account.

Note: To access account-wide data via the Reports tab, you must have Administrator permissions in the DocuSign account, or have the Delegated Admin - Reporting permission. For more information about permissions and permission sets, see this guide.

Use the following steps to create a report showing how many envelopes your account has used:
  1. Log into DocuSign and click on Reports.
  2. Select Usage from the options on the left, and then select the Account Activity Report.
  3. Use the date filter (the dropdown on the left with the default value of Month to Date) to select the date range you wish to see.
  4. Click the Run Report button. Done! The Envelopes Sent column will display the number of envelopes your account has used during the timeframe selected.
If your DocuSign account has a limit to the number of envelopes it can send, you can use this report to determine how many envelopes you have remaining. To do so, set the date range to Custom Date Range, set the beginning date as the start date of your account's current contract, and set the end date to the last day of your contract (or any date in the future). This will show you your account's total envelope usage during your contract window.  You can then compare this total to the number of envelopes purchased in your contract to determine how many you have remaining.

Note:You can use the Save As button to save this as a custom report. Custom reports can be scheduled to automatically run at regular intervals, and send the results to you via email. See this guide for more details on how to schedule a report.