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When you use the copy button it would be valuable to be able to see which envelope the new envelope was copied from. In my opinion, something should tie those envelopes to each other for reference. We can’t find any ties between them even via the API and metadata. It doesn’t show anything in the envelope history or certificate of completion noting that the envelope was copied (yet).
Existing Functionality
Enhancement request for metadata to be passed between envelopes when using the Copy button
- Community Moderator
Thanks for submitting this idea,
Our team is actively working through all submitted Ideas, and while there’s no update to share just yet on this one, we’ll follow up if there’s a status change. Thanks for your patience and input.
+4- Docusign Employee
Thanks so much for your idea,
After review, we found that envelope metadeta can be carried over using existing features. If you need metadata to persist, you’ll need to retrieve it from the original envelope using the EnvelopeCustomFields:list endpoint and reapply it to the new one using EnvelopeCustomFields:create.
You can get more details on that here:
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