Hello ​@samuelportes 

Welcome to the DocuSign Community!

You can create a Smart Rule “Document Rule” in CLM that runs on document to move to their folder.
Create a Document Smart Rule in Docusign CLM this the link to refer how to create Smart Rule.

let me know, if you need further assistance.

Thanks!

DocuSign Community Leaderboard Top 5 contributor
Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn

Thank you, ​@Pawan Gangwani !

By trying the document smart rule, I believe there isn’t an option to automatically create folders based on each document’s attributes.

Basically, what I want is to (i) create a folder based on each document’s attributes, and (ii) move each document to its corresponding folder.

Analyzing the options, I think in this case I would necessarily have to input a fixed name for the folder. Is there a way to do this with smart rules? Or do I have to create a workflow for it?

Best,

Samuel

Hey ​@samuelportes 

Smart Rules in DocuSign CLM can be used to move documents, apply attribute groups, manage contacts, and trigger larger workflows.
However, in your case, where you need to create folders dynamically based on each document’s attributes and move the documents accordingly. you would need to create a workflow to achieve that functionality

Thanks!

DocuSign Community Leaderboard Top 5 contributor
Ranked #3 in the Reply Royalty category in DocuSign Community Wrapped 2024
Let’s LinkedIn and roll: Pawan Gangwani - EY | LinkedIn