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File Number

Forum|Forum|1 year ago
October 30, 2024
7 replies
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Is there a way to add the file number the disbursement for the envelope will be charged to so it will show on reports?

Best answer by Christopher.Alpizar

Hello @Alyshia.Bennett,

Thank you for reaching out to the Docusign Community.

You can create a Create a Custom Report and Modify Report Criteria to show the results that you need, you can add the Envelope Custom Field as a column to the report.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

C

Christopher.Alpizar

Docusign Employee

Hello @Alyshia.Bennett,

Thank you for reaching out to the Docusign Community.

To clarify, are you referring to how much the envelope costs when sent?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

A

Alyshia.Bennett

Author

New Voice

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.

Michael.Rave

Docusign Employee

@Alyshia.Bennett

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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

C

Christopher.Alpizar

Docusign Employee

Hi @Alyshia.Bennett ,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

A

Alyshia.Bennett

Author

New Voice

@Alyshia.Bennett

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.

Hello,

How do you add it on the report?

C

Christopher.Alpizar

Answer

Docusign Employee

Hello @Alyshia.Bennett,

Thank you for reaching out to the Docusign Community.

You can create a Create a Custom Report and Modify Report Criteria to show the results that you need, you can add the Envelope Custom Field as a column to the report.

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

Best regards,

Christopher | Docusign Community Moderator

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

C

Christopher.Alpizar

Docusign Employee

Hi @Alyshia.Bennett,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Christopher | Docusign Community Moderator

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

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