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Question

How to route .txt and .png files that upload with a signed agreements

  • October 28, 2025
  • 1 reply
  • 16 views

I am new to Docusign CLM. I created a new folder that will receive incoming fully executed agreements utilizing the springCLM email that you can setup when creating folders. I sent a test document to the email address and it was a successful test. However, there were also a .txt and .png file that were parsed from the incoming sender email. I dont want to have all of these extra items in this folder as we have a high volume of incoming emails. Would I need to create a Smart Rule or Workflow to have these additional parsed items automatically moved to a “ junk “ location?  Any assistance would be greatly appreciated. 

 

1 reply

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  • Digital Collaborator
  • October 29, 2025

Hi ​@C_Stevenson 

You can probably create a smart rule based on event Document Entered Folder apply filter like In Folder (your folder name) and Has Name Like with value *.txt and another as *.png and then apply action of Move Document to the path /Trash