Is there a way to add the file number the disbursement for the envelope will be charged to so it will show on reports?
Hello
Thank you for reaching out to the Docusign Community.
To clarify, are you referring to how much the envelope costs when sent?
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Christopher | Docusign Community Moderator
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Hi,
Kind of, we know the cost of the envelope and we want to make sure we are capturing all costs.
We charge per file number and we are wondering if we can have our users add the file number somewhere so that when we pull the report to track the envelopes we see a file number.
You could create an envelope custom field for the file number and make it mandatory to be filled when sending. Envelope custom fields can be included in reporting so you can track the envelopes.
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