We are using Bulk Send to send 2,000 documents.
We are using retrieve to download them all but would like the file name very specific. Below is an example:
MemberServiceAgreement_Reciepient Name_SSN_Member Number_Date
The SSN, Member Number, and Date are all present on the CSV file used for the import. Is there a way to have the file named like this?
Hello
In a most recent release there is an option for a “Custom File Name”. From our documentation it’s buried deep in the Create Export section.
Under Step 3 Choose Location > Name by, there is an option for “Custom File Name”:
“Document custom fields” is what you would use to reference for the fields within the template.
Hello
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Nathaly | DocuSign Community Moderator
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