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New Voice
July 14, 2026
Idea Submitted

Agreement Manager - Use Folder-Level Path as Categorization Metadata on Bulk Upload

Categories:Agreement Manager
  • July 14, 2026
  • 1 reply
  • 27 views

When bulk uploading agreements into Agreement Manager, categorization currently relies on AI content analysis after ingest, or manual assignment to agreement types/categories/sets. There's no way to leverage the folder structure of the files being uploaded (e.g., from a mapped drive or cloud storage) as a source of categorization metadata.

Many organizations already store historical agreements in a meaningful folder hierarchy, such as:

/Sales/MSAs/2026/
/Procurement/Vendor Agreements/2026/

Today, this structure is lost on upload — every file lands in Agreement Manager as an individual record, categorized only by what the AI infers from the document content, or by tags applied manually afterward.

Request: When uploading a folder (or nested folders) of agreements, allow the folder path to be captured and mapped to categorization fields, for example:

  • Auto-populate or suggest an agreement type, category, department, or custom field based on the folder name(s) in the path
  • Let admins define a mapping between folder structure and metadata fields before or during upload (e.g., top-level folder → Department, second-level folder → Agreement Type)
  • Preserve the original folder path as a searchable attribute on the agreement record, even if the user doesn't set up a mapping

Why it matters: Migrating agreements from network drives, SharePoint, or other DMS tools into Agreement Manager means re-doing categorization work that already exists in the folder structure. Using folder-level information would speed up migration, reduce manual tagging, and give AI categorization a stronger starting signal instead of relying on content inference alone.

1 reply

Docusign Employee
July 30, 2026

Thanks again for taking the time to document those two ideas and for sharing the Community links, they’re very thoughtful scenarios.

Short answer:

  • Using folder-level path as categorization metadata on bulk upload is not available as a native Agreement Manager feature today.

 

Folder-path-based categorization

  • IAM Toolkit / API-based ingest: When you run bulk ingest from a local or network directory, you can parse the folder path on your side and write those values into metadata (standard or custom fields) before upload. For example, map:

    • Top-level folder → Department (e.g., Sales, Procurement)

    • Second-level folder → Agreement Type (e.g., MSA, Vendor Agreement)

    • Year folder → Effective year or a custom field

  • IAM Toolkit supports a metadata.csv that we can auto-generate, then populate from your directory structure before calling ds agm ingest --with-metadata.

  • The Agreement Manager API bulk upload also accepts a JSON metadata payload on each document upload, so the same mapping can be implemented in a pipeline if you prefer API-level integration.

Net effect: While the UI doesn’t natively “read” the folder path, we can effectively preserve and reuse your existing hierarchy by turning it into structured metadata at ingest time.

 

https://developers.docusign.com/iam-toolkit/