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Hello,
How can I schedule an export in Retrieve?
I have scheduled an export, but for some reason, the status did not change to 'scheduled.
Hello
Thank you for reaching out to the Docusign Community! Your presence here is greatly valued, and we're all about sharing knowledge and supporting each other.
I understand your question about how to schedule an export in Docusign Retrieve. Absolutely, here to help!
You can schedule exports for a specific date, time, and frequency.
Note: If you use the Windows Task Scheduler to schedule exports, you must specify the path to the network drive when you create the export. See step 4 in the topic Create Exports for details.
- Select the three vertical dots next to a saved setting in the Saved Settings view.
- Select Schedule.
The Schedule dialog box opens.
- Configure the time frame for the export.
- Select a start date, start time, and time zone.
- Specify how often to repeat the scheduled export.
- Select Schedule.
Article: Schedule Exports
As for your previous attempt, where the status did not change to scheduled, we sincerely apologize. Kindly reattempt the abovementioned steps, then let us know how it goes. We would also recommend to Open a case in the Docusign Support Center if the issue persists so a specialized expert can assist you directly and troubleshoot, potentially through screensharing.
I hope you find this helpful. If you believe this response effectively addresses your question, please click Best Answer ✅" to help other users with similar questions and locate it more easily. Let us know if you need help or if anything comes up, we're here for you.
Sincerely,
Melanie | Docusign Community Moderator
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