How to get a list ofsent envelopes in a time range that includes links to the actual documents

Forum|Forum|2 years ago
April 26, 2024
3 replies
79 views

Apparently this is difficult for me: I need to simply input a date range and get a list of envelopes with links to the associated documents for each envelope. Envelope reports only show a field for the envelope ID, and searching in the Manage tab doesn’t show all envelopes sent. I assume the latter is associated with the user that sent the envelope not being me, as we use Salesforce integration to send our envelopes. I have tried many different things with envelope sharing, but nothing has worked.

eSignature

Justin Jiang

Established Contributor

Maybe try document, envelope custom fields?

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Justin Jiang

Established Contributor

I did some more digging.

Use the DocuSign REST API: The listDocuments API endpoint allows you to retrieve a list of documents within an envelope. You can specify the envelope ID and the API will return details of all documents within that envelope, including links to access the documents. Here is the document link: listDocuments | REST API | Docusign

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nathaly.monge

Docusign Employee

Hello @Nicstage ,

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