Hello, as I mention in my other post, I’ve been asked to automatically generate a weekly envelope status report. I have this working now, albeit without the custom fields; however, DocuSign wraps the Excel file within a ZIP file. Is there any way to configure DocuSign so that the report is sent as an Excel file? (XLSX or CSV is fine)
As always, thank you! Salvador
Hi
Currently is not possible, according to the article Send Report Results by Email. Docusign sends files in .zip format precisely to reduce the size of large reports files.
Please, let me know if I was able to help you with this question. If so, could you please click on the "Select as Best" option? Thank you!
Thanks for the reply. Salvador
Update: My bad. I set up email rules to classify different emails into specific folders. The DocuSign report email got caught up in these rules. Once someone helped me, I was able to locate the emails, with the ZIP files attached. Everyone is happy with ZIP files. Looks like this was a non-issue. Apologies for this. Salvador
Hello
That’s great to hear—glad things are working now. If anything else comes up or you hit another roadblock, don’t hesitate to reach out here in the Community.
Wishing you a smooth rest of your day!
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Ma. Cassandra | Docusign Community Moderator
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