Retrieve Filters

Question

Trying to get Retrieve Filters to work with little success. I have a template named 2025 Financial Products and Promotions Agreements Packet 2 (with some variation). I have tried using Filter of Template Matches (RegEx) \(Packet 2\) and get no results despite seeing these completed documents in the web UI. I also have a Packet 1 which I’m trying to avoid in this specific Retrieve. Any suggestions on how to best setup a filter to get these envelopes?

In the Envelope Custom Fields I see this. Can I use either of these?

nathaly.monge · Answer

Hello @Tech280,Thank you for reaching out here in the Docusign Community.I recommend you create a support case (if you are on a paid plan) as your issue would be better to be checked during a live session with a support agent:https://support.docusign.com/en/contactSupportLet us know if you need further assistance with this.Best regards,Nathaly | Docusign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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