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Newcomer
Apr 30, 2024 7:00 PM UTC
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Saving All Docs in Bulk

Hello! I am wondering if there is a way to save all the docs in our account. I would like to do this in bulk and save them all to a zip. Is this possible?  

    Alexandre.Augusto
    Docusign Employee
    Apr 30, 2024 7:40 PM UTC

    Hello, @Katie Stolt 

     

    Welcome to the Docusign Community!

     

    How many completed envelopes we’re talking about?

    Depending on the quantity you could download every completed envelope individually, but if it’s a lot of completed envelope you could use Docusign Retrieve where is possible to download as a bulk, however in this case you need to contact our Support team: https://support.docusign.com/s/articles/How-do-I-contact-DocuSign-Customer-Support?language=en_US

     

    How to use Retrieve: https://support.docusign.com/s/document-item?language=en_US&bundleId=oyh1657217277873&topicId=ktg1667856889750.html&_LANG=enus

     

    Another possibility would be using Agreement Actions, create a Rule to save completed envelopes to Google drive, OneDrive, Box, Sharepoint and others as ZIP files. But on this case, the rule would only be applied to new created envelopes, it is not retroactive. 

     

    Let me know if I answered your question, OK?

     

    Best,

    Alexandre

    Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com

    2 replies

    Alexandre.Augusto
    Docusign Employee
    Docusign Employee
    Apr 30, 2024 7:40 PM UTC

    Hello, @Katie Stolt 

     

    Welcome to the Docusign Community!

     

    How many completed envelopes we’re talking about?

    Depending on the quantity you could download every completed envelope individually, but if it’s a lot of completed envelope you could use Docusign Retrieve where is possible to download as a bulk, however in this case you need to contact our Support team: https://support.docusign.com/s/articles/How-do-I-contact-DocuSign-Customer-Support?language=en_US

     

    How to use Retrieve: https://support.docusign.com/s/document-item?language=en_US&bundleId=oyh1657217277873&topicId=ktg1667856889750.html&_LANG=enus

     

    Another possibility would be using Agreement Actions, create a Rule to save completed envelopes to Google drive, OneDrive, Box, Sharepoint and others as ZIP files. But on this case, the rule would only be applied to new created envelopes, it is not retroactive. 

     

    Let me know if I answered your question, OK?

     

    Best,

    Alexandre

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    Your feedback is very appreciated! You can give a Like and mark this answer as the "Best Answer" for your issue. DocuSign University http://dsucustomers.docusign.com
    New Voice
    Jun 28, 2024 5:43 PM UTC

    It sounds like you can just download the envelope not the actual document.  We would like to retain a copy of all of of our documents - it seems like all searches on this yield responses but the responses are never quite relevant.

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