Advanced search using custom fields in WaiverSign

In addition to searching signed documents by date, name, or email, you can also search by custom field values.

To use this feature, you first need to have custom fields added to your document. See How to create or edit custom questions for your document to get started.

Searching by Custom Field

Navigate to Signed Documents.
At the top of the page, select the custom field you want to search by.

Screenshot showing the custom field search dropdown at the top of the Signed Documents page

You can search by the field alone to see all documents where that field has a value:

Animated walkthrough of searching signed documents by a custom field

Or refine your search further by entering a specific answer you are looking for:

Animated walkthrough of searching by a specific custom field value

This works best with List or Checkbox type custom fields, since their answers are standardized.

Exporting Results

After finding the documents you need, you can export the results by clicking Export Contacts or Export Documents, located below the blue search button.

Updated on: 06/20/2026

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