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Idea Submitted

Optimizing DocuSign Retrieve: Apply Filters During Data Load

Categories:Admin ToolsProduct Releases
  • June 19, 2026
  • 0 replies
  • 1 view

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Hello, The idea is to avoid loading all envelopes in DocuSign Retrieve and then applying filters afterward. Instead, the filters should be applied during the initial loading of the contracts.

The current behavior is as follows: Retrieve selects all files within the chosen custom date range, effectively preloading everything. Only after this step are the filters applied based on the defined criteria, and the system then begins downloading the files that match those criteria.

This improvement is intended to significantly speed up the process. For example, when downloading signed envelopes for a 5-year period for a single user, the system currently loads all data within that time range first and only applies the filter afterward, which can be inefficient and time-consuming.