I am having an issue with retrieve pulling in duplicates of what was already pulled in. Not sure what setting I am missing to stop this from happening. I have retrieve set to run every 60 minutes. When I ran a test the document I signed pulled in. When the process fired 60 minutes later it pulled it back in again causing a duplicate to be in our CRM system.
In settings under the Select tab I have Type = PowerFroms Only, Filter = PowerForm and Equals the name of my form. Status = Completed and Date Range = Last 24 hours.
Under the Format tab I have the box checked to include the CSV file, I have a file name (BalanceConsolidation.csv), Index File Option = Row per envelope, no boxes checked under Columns section.
Under the location tab I have Name By = Custom File Name. Custom File Name = %f (Document Name). Location has the desired folder and Format = combined PDF for each envelope with the box checked to include certificates of completion.
Thank you!
Wendi
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