In the document workflow - there's "Search 1" step that goes and retrieves the audit document from the folder and then performs a merge/move to trash of the old docs, so that the original document that is in the workflow is maintained through the wf but also has the audit docs.
What we think is happening is that this "Search" step is not descriptive enough to pull the correct audit file, the current logic is only looking in the In Process Folder and if the title contains "Audit". So the incorrect audit files are getting merged within the wf and possibly getting sent out to customers if there are old audit docs that are still in there. (i am getting an error trying to add a screenshot, but i think there's only one search step in this wf).
Is there a way to add a condition for the created date of the document, or to do a sort to select the most recently created doc? From what I can see on a "search" step, it's more descriptive text or attributes we can filter but not really dates
M.H. - was the actual person who bought this idea up. I just did the legwork.
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