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DocuSign Retrieve Custom File Names

Forum|Forum|2 years ago
April 5, 2024
5 replies
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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?

eSignature

Best answer by Derrick.Tran

Hello @ecueaccount,

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.

Derrick.Tran

Answer

Docusign Employee

Hello @ecueaccount,

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.

N

nathaly.monge

Docusign Employee

Hello @ecueaccount ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,

Nathaly | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!

J

JenStone

Newcomer

Hello,

Choose step 3 where? This is exactly what I want to do, but I only see directions for Sharepoint. I want to send the completed files name with field from the bulk send csv to a google drive folder. Is that possible?

Thanks

M

Ma.Cubio

Community Moderator

Hello @JenStone
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Here are the relevant articles you may check.

Create Exports

To save copies of envelopes sent from a user account, and optionally, include envelopes in the inbox, create an export.

To make it easier to repeat specific exports, you can save the settings for an export during the review phase. You can access the saved settings from the Retrieve home screen.

Step 3: Choose Location for an Export
Before you begin,

Specify the format of the index file from the Format page of the Create an Export section.

After specifying the format of the index file that accompanies the export, specify the name and storage location for the export.

Select Choose location.

Select a method for naming the export file in the Name By field. You can select envelope ID or email subject for the name, or you can select Custom File Name to enter a custom name.If you choose to enter a custom file name, the Custom File Name field displays.
The field uses the token for the email subject by default. Select Edit to enter the name you want and to see all available tokens, as shown in the following screenshot.
Specify a storage location for the export. Note: If you plan to use Windows Task Scheduler to schedule exports, use the following path: \\domain\networkdrive\folder1\folder2\docusign
Select a format for the exported file. See the following descriptions of the format options:
- Zip file for each envelope - Retrieve can collect information from one corporate account at a time. If you save the documents within each envelope as a ZIP file, the ZIP file name follows the specified file name format.
- Combined PDF for each envelope Retrieve creates a single PDF file for each envelope. If an envelope contains multiple documents, Retrieve saves the documents to one PDF file.
- Separate PDFs for each document Retrieve saves each document individually.
- Certificate of completion only Retrieve saves only the certificate of completion.
- CSV only Retrieve saves only the index CSV file.
(Optional) Select Include Certificate of Completion.
(Optional) Select Preserve Original Document File Name if you want to ensure that the names of the exported files remain unchanged when Retrieve compresses them.
Important: Although this method preserves the original file names of the documents, it uses extra API calls. Each export uses one API call. Exports that include envelopes with multiple documents can significantly increase API usage and reach the API rate limit quicker.

Next steps

Review your export settings and edit as necessary. Follow the steps in Step 4: Review Export Settings.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!

Best regards,

Ma. Cassandra | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue

M

Ma.Cubio

Community Moderator

Hello @JenStone

How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.

If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!

Ma. Cassandra | Docusign Community Moderator
Mark as “Best Answer” if this helped clarify things.

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