Back to Docusign.com
Hello, I am currently stuck on a DocuSign CLM workflow solution as a new-er developer. Ultimately I have another system that is sending an API call to CLM to try to move a document to another folder. From what I understand, and from what DocuSign support confirmed with me, is that the CLM API doesn’t have an endpoint that allows you to move documents. So, my next best idea is to use the API to activate a CLM workflow whose only purpose is to move a document to the folder I want it to go to.
I can confirm that I am able to start the workflow, as well as see the variable of the document ID that I had passed in with it, however I can’t seem to correctly use the Find Document step(s) to actually find the document using its ID. I have tried the Find Document step, however it doesn’t accept a variable of just the doc ID, it needs a document variable type or path (which honestly doesn’t make much sense to me… If I had a variable of the document or it’s exact path, why would I need to be finding it?)
I’ve tried the Find Documents by Metadata step too, but setting the attribute to Document ID and setting the New Variable Value to the document ID I have doesn’t find it either. I’m not sure I’m using it correctly though, but I haven’t been able to find any good resources explaining how to use that step.
Could someone please help me figure out how to find a document within a CLM workflow, given that I have the document ID as a variable? This is trickier than I thought it would be for me. Thank you!
