A reference number can help you identify a transaction, especially if your organization sends many transactions or several users share the same account.
Before you start
You can only search for a reference number if it was added to the transaction. If no reference number was added when the transaction was created, search for the transaction using other information, for example:
Signer name
Signer e-mail address
Transaction name
Signing ID
Sender name
Date range
Transaction status
If you cannot find the transaction in Overview, check that the correct date range, bookmarked view, and filters are selected.
What is a Reference Number?
A reference number is an identifier that can be added when a transaction is created.
The reference can contain:
Numbers
Letters
A combination of numbers and letters
Reference numbers are useful when you need to connect a transaction to an internal case number, customer number, employee number, invoice number, or another reference used by your organization.
How to add a Reference Number when sending a transaction
Go to Send
Prepare the transaction as usual
Open Settings
Find Add own reference number
Enter the reference number you want to use
Continue and send the transaction
Add a reference number in Settings before sending the transaction.
Find a transaction in Overview from the Reference Number
After a reference number has been added to a transaction, you can use it to find the transaction in Overview.
Go to Overview
Make sure the Reference number column is visible
Click the filter icon in the Reference number column
Enter the reference number in the search field
Open the transaction from the result list
Use the funnel icon in the Reference number column to search for a transaction by reference number in Overview.
If the Reference Number column is not visible
If you cannot see the Reference number column, it may be hidden from your current Overview layout.
Click Show/hide columns
Find Reference number
Select Reference number to make the column visible
Search again using the filter in the Reference number column
Use Show/hide columns to make the Reference number column visible in Overview.
If a bookmarked view is selected
A bookmarked view can include saved filters, sorting, visible columns, column order, column width, and date range. If a bookmarked view is selected, Overview may only show transactions that match that saved view.
If you cannot find the transaction:
Check the bookmarked view dropdown
Select another bookmarked view, or return to the default view
Search for the reference number again
Check the bookmarked view dropdown if the transaction is not visible in Overview.
Reset the view and search again
If you are not sure which filters, columns, or bookmarked views are active, click Reset view. This returns Overview to its default layout and gives you a broader transaction list before you search again.
Click Reset view
Make sure the Reference number column is visible
Use the filter in the Reference number column
Enter the reference number again
Use Reset view if filters, bookmarks, or layout changes may be hiding the transaction.
Find signed documents in your inbox
If signed documents were sent to you by e-mail, the reference number may also appear in the e-mail subject field.
Search your inbox for the reference number if you need to find the e-mail with the signed documents.
đĄ Tip: This is only an additional way to find the e-mail with the signed documents. To find the transaction in Addo Sign, use the Reference number column in Overview.
If you cannot find the transaction
If you cannot find the transaction by reference number, first check that you are searching in the correct place in Overview.
Make sure that:
The Reference number column is visible
You are using the filter in the Reference number column
The reference number has been entered correctly
The correct date range is selected
The correct bookmarked view is selected
Other filters are not hiding the transaction
Reset view has been used if you are unsure which filters or layout settings are active
You have access to the sender, group, or account that owns the transaction
If you still cannot find the transaction, try searching with other information, such as:
Signer name
Signer e-mail address
Transaction name
Signing ID
Transaction ID
Sender name
Approximate sending date
Before contacting support
To help Addo Sign Support assist you as quickly and effectively as possible, check the following before contacting support:
Whether the reference number was added to the transaction
Whether you searched for the exact reference number
Whether the Reference number column is visible in Overview
Whether you used the filter in the Reference number column
Whether the correct date range is selected
Whether a bookmarked view is limiting the transaction list
Whether other filters are hiding the transaction
Whether you clicked Reset view and searched again
Whether you have access to the sender, group, or account that owns the transaction
Whether you can find the transaction using signer name, signer e-mail address, transaction name, Signing ID, or Transaction ID instead
If you still need help, include:
Reference number
Transaction name, if known
Signing ID, if known
Transaction ID, if known
Signer name and e-mail address
Sender name and e-mail address
Approximate sending date
Screenshot of your search in Overview
Screenshot showing whether the Reference number column is visible
Screenshot showing the selected bookmarked view, if relevant