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Bulk Download Documents in CLM

Forum|Forum|1 year ago
October 31, 2024
5 replies
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Hello. I am trying to tidy up our CLM tenant and would like to bulk download hundreds of older documents to store outside CLM in an archive. How do I bulk download? I don’t want to have to manually select and download 20 at a time. Is there a way to do this please?

CLM

Best answer by Glen.Steinhardt

Hi @AngeP,

You can find information on using SFTP to connect to Docusign CLM with the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=fgy1619203740592.html&_LANG=enus

For more information on downloading documents from within CLM using our API, you can find it in the article below:

https://developers.docusign.com/docs/clm-api/clm101/content-api/.

Hope this helps!

JohnSantos

Guru

@AngeP

If you're working with DocuSign eSignature, you can bulk download documents by using the Retrieve feature in DocuSign.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

A

AngeP

Author

New Voice

Thanks John. Unfortunately we don’t use DocuSign eSignature, which is annoying.

Michael.Rave

Docusign Employee

@AngeP

You can connect to Docusign CLM via SFTP or API and to bulk upload or download files.

Through the web interface there is a limit on how many files you can download at a time.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

AngeP

Author

New Voice

Thanks Michael. I don’t suppose you can point me in the direction of some documentation on this please?

Glen.Steinhardt

Answer

Docusign Employee

Hi @AngeP,

You can find information on using SFTP to connect to Docusign CLM with the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=fgy1619203740592.html&_LANG=enus

For more information on downloading documents from within CLM using our API, you can find it in the article below:

https://developers.docusign.com/docs/clm-api/clm101/content-api/.

Hope this helps!

Please click "Best Answer" below if you find my reply to be a valid solution to your issue! This allows others who may be experiencing this issue to know what their solution might be as well! Many thanks!

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