Docusign Envelop Report - Customize the Field Columns

Question

Hello Everyone,

Is there any way to add custom fields such as Project name or Project ID which can be helpful to run envelop reports with that information being retrievable.

Your insights and suggestions are greatly appreciated.

Thanks,

Anjali

JohnSantos · Accepted Answer

@A ShahYou can add an Envelope Custom Field (ECF)to your account with this information. ECF are available on an Envelope Report. Please note an ECF is different to a Document Custom Field.

nathaly.monge · Answer

Hello @A Shah,If you found the providedresponse to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.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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