Document Custom Fields Reporting

Hello, @thulse 

Welcome to the Docusign Community!

I’m afraid there is no such option to report filtering by a Custom Document Field, but only by Custom Envelope field.

However, new envelopes generates with a Custom Document field you can create a rule under Agreement Actions, such rule permits to you specify the IF  and the THEN options. 
 

On the example below, I created a Agreement Rule to: IF a Custom Document field named Board has as its value “Executive” THEN will save the completed envelope in a SharePoint page, however you can set other saving places including creating a spreadsheet where each line will have your completed envelopes information.

Agreement Rules are not retroactive, I mean, all your completed envelopes before creating a Rule will not be included, only the news ones created after the Rule be activated.

I hope that helps.

Best,

Alexandre

1. API Use: You would need to use the DocuSign REST API to programmatically retrieve envelope documents and their associated custom fields. Specifically, you can use the listDocuments endpoint to get a list of documents within an envelope and then use listDocumentFields for each document to retrieve the custom fields. listDocuments | REST API | Docusign

Hello @thulse ,

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Nathaly | Docusign Community Moderator
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