Custom search criteria for accounts

SigningHub Admin provides a 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)

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Create your custom search criterion

If you want to save a search criterion for future use:

1. Click the 'Accounts' option from the navigation panel. The 'Accounts' screen will appear.

2. Click in the search bar.

3. The "Search accounts" dialogue will appear. Specify the search parameter(s) (as listed above) 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 criterion in the "Advanced search name" field and click . A new search criterion will be created. The newly created search criteria will start appearing inside the menu in the search bar under the "Saved Searches" heading.

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Delete a search criterion

To delete your saved search criteria:

1. Click the 'Accounts' option from the navigation panel. The 'Accounts' screen will appear.

2. Click on the menu in the search bar, and navigate to the 'Saved Searches' heading.

3. Click adjacent to the saved search (to delete) from the drop-down.

4. The system will prompt to confirm the deletion. Click the "Yes" button.

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Download the records to an Excel sheet

You can also export the searched records to an Excel sheet file (xlsx). For this:

1. Click the 'Accounts' option from the navigation panel. The 'Accounts' screen will appear.

2. Search for the desired accounts.

3. Clickavailable at the bottom of the Accounts screen. The Excel sheet file is downloaded to your local Downloads folder.

1. ​​​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.