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Bulk Download Documents in CLM

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Hello. I am trying to tidy up our CLM tenant and would like to bulk download hundreds of older documents to store outside CLM in an archive. How do I bulk download? I don’t want to have to manually select and download 20 at a time. Is there a way to do this please?

CLM

Glen.SteinhardtAnswer

Docusign Employee

Hi @AngeP,

You can find information on using SFTP to connect to Docusign CLM with the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=fgy1619203740592.html&_LANG=enus

For more information on downloading documents from within CLM using our API, you can find it in the article below:

https://developers.docusign.com/docs/clm-api/clm101/content-api/.

Hope this helps!

Please click "Best Answer" below if you find my reply to be a valid solution to your issue! This allows others who may be experiencing this issue to know what their solution might be as well! Many thanks!

JohnSantos

Guru

@AngeP

If you're working with DocuSign eSignature, you can bulk download documents by using the Retrieve feature in DocuSign.

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AngeP

Author

New Voice

Thanks John. Unfortunately we don’t use DocuSign eSignature, which is annoying.

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Michael.Rave

Docusign Employee

@AngeP

You can connect to Docusign CLM via SFTP or API and to bulk upload or download files.

Through the web interface there is a limit on how many files you can download at a time.

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AngeP

Author

New Voice

Thanks Michael. I don’t suppose you can point me in the direction of some documentation on this please?

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Glen.Steinhardt

Answer

Docusign Employee

Hi @AngeP,

You can find information on using SFTP to connect to Docusign CLM with the article below:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pxt1643324456371&topicId=fgy1619203740592.html&_LANG=enus

For more information on downloading documents from within CLM using our API, you can find it in the article below:

https://developers.docusign.com/docs/clm-api/clm101/content-api/.

Hope this helps!

Translate

Please click "Best Answer" below if you find my reply to be a valid solution to your issue! This allows others who may be experiencing this issue to know what their solution might be as well! Many thanks!

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