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Question

Migrate files from multiple folders into one.


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Hi! How do I migrate files from multiple folders into one folder using an automation?

Currently, every time I upload a file to an Account through DocuSign, a new folder is created each time for each document (instead of going to one folder on the account). I am working on fixing the flow for this, but I’d like to migrate all the files currently in the individual folders into one folder.

 

Thanks in advance!

2 replies

Justin Jiang
Digital Collaborator
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  • Digital Collaborator
  • 205 replies
  • April 29, 2024

Hello!

Docusign Developer Center | eSignature APIs & Resources | Docusign

You can check the DocuSign Developer Center do it with API programmatically.

 

For me, I would use a SFTP trick. Where I clone the documents to my Windows Locally. There are a lot of utilities and ways to get just the files in the folders. Then, I clone it back to that one DocuSign folder with SFTP again. I use FileZilla, and you need to generate private and public key exchange for security. 


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  • Active Voice
  • 24 replies
  • March 24, 2025

We’ve done this a few different ways depending on where we were in the workflow configuration.  You kind of need to create the entire folder structure as part of the configuration, and have it drill down to the folder you want.  

At each create folder step, you save the folder name as a variable “Parent Folder”.  

You keep adding “Create Folders” inside the “Parent Folder” that was created previously, and make sure that the “Use the folder if it already exists” is checked.  For example below, the first folder it tries to create is Audit, which saves as the Parent Folder, then the next Create Folder is the Quarter (path would be /Audit/Quarter/ -- but it is saved as “Parent Folder” so you can just use that as the path); then the third folder is the client name, etc. etc.  Each time you are telling the system to create the folder and save it as a variable but to skip it if it is already created, so the system only creates the last folder you tell it to if it is a new folder.  Once you have all the folders “built” then you move the documents to the “Parent Folder” variable, which will be your last nested folder.