> **Source:** https://knowledge.leegality.com/document-execution/integrations/salesforce/all-documents
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# All Documents

The **All Documents** page is the central place to view and manage documents in Salesforce. What you see depends on your role:

- **Admin** — a comprehensive view of all documents created in the organization, regardless of sender (excluding drafts and received documents of others).
- **Sender** — only the documents you have created, keeping your view focused on your own work.

> **Note**
>
> The page shows documents for the environment you're connected to. An admin connected to Production sees documents initiated by production workflows — see [How environment redirection works](https://knowledge.leegality.com/document-execution/integrations/salesforce/connect-and-authorize#how-environment-redirection-works).

## Find documents

- **Filter by status** — use the status filters at the top of the page. Admins see filtered results across all documents; senders see only their own.
- **Search** — use the search bar (top left) with a **Document ID** or **Document Name**.
- **Filter by date range** — use the date range selector (top right) to view documents from a specific period.
- **Filter by type** — click **Filter By** (top right) and choose **PDF** or **Template**.
- **Paginate** — use **Next** / **Previous** at the bottom, or click a page number to jump directly.

## Document actions

Click the **⋮ (three dots)** button next to a document to access its options: Preview, Details, Complete, Download Document, Download Audit Trail, Attachments, and Share.

- **Preview** — opens the document in a modal. Use the download icon (top right) to save it, or ✕ to close.
- **Details** — opens comprehensive information about the document.
- **Download Document / Download Audit Trail** — downloads the file to your device.
- **Attachments** — opens a modal where you can view and download the available attachments.

## Available actions by document status

Which actions appear depends on the document's current status and your role and permissions:

| Action | Sent | Completed | Received | Draft | Expired |
| --- | :-: | :-: | :-: | :-: | :-: |
| Preview | ✅ | ✅ | ✅ | ❌ | ✅ |
| Edit | — | — | — | ✅ | — |
| Complete | ✅ | — | — | — | — |
| Details | ✅ | ✅ | ✅ | ✅ | ✅ |
| Download Document | ✅ | ✅ | ✅ | ❌ | ✅ |
| Download Audit Trail | — | ✅ | — | — | — |
| Attachments | ✅ | ✅ | ✅ | ✅ | ✅ |

### Notes on draft documents

- **Preview and Download** are not operational in the draft state — both become available once the document has been fully sent.
- **Visibility** — draft documents are only visible to the admin or sender who created them, not to other admins or senders.