Skip to main content
Question

Simplify Docusign folder structure

  • July 22, 2026
  • 0 replies
  • 7 views

Forum|alt.badge.img

We would like to simplify our Docusign folder structure and move to a more metadata driven way of navigation and document search. We also Docusign CLM for Salesforce which seems to require the creation of account and opportunity folders with the Account and Opportunity object mapping. Is there a way to avoid the creation of Opportunity folders and place documents from an opportunity into the Account folder?