Filter your DocuSign emails into a separate folder

Instructions for Windows PCs and Macs

For Window PCs

STEP EXAMPLE
1. Right-click a message in your inbox from DocuSign and select Rules. Select Create Rule. Rules and create rule highlighted in microsoft outlook

2. In the Create Rule dialog box, select From DocuSign NA3 System (first checkbox).

Under Do the following, select Move the item to folder, and click Select Folder.

create rule dialog box with "from docusign NA3 system" and "move item to folder inbox" checked
3. Select New. In the dialog box Create New Folder, type in a name (example: "DocuSign") for your new folder and click OK. create a new folder named docusign in microsoft outlook

4. Click through OK to save your rule.

Upon the last OK, select Run this rule now on messages already in the current folder to move existing DocuSign emails in your inbox to your new designated DocuSign folder.

 

Create Rule option to run this rule now on messages already in current folder checked

For Macs

STEP EXAMPLE

1. Create a new folder to hold the emails filtered by the rule.

Select your Inbox. From the Home tab on the Ribbon, click the New Items button, and then choose Folder.

Name your new folder (example: DocuSign) and press Enter.

Mac Outlook with New item and folder selected

2. Find an email from DocuSign (dse_NA3@docusign.net) in your Inbox.

On the Home tab, click Rules, then select Move Messages from DocuSign 

 

Mac outlook rule button selected and move messages from DocuSign highlighted

3. In the folder search box, start typing the name of the folder (example: DocuSign) you want to move the messages to.

When the folder you want appears, click the folder name, click Choose, and then click OK.

Mac outlook search for new docusign folder