Add field value to file name

Question

I'm using Retrieve to bulk download/envelopes. Is there a way to append a value from within the pdf to the document name (within the envelope)? For example, an envelope has 4 documents that each have a field for {location} that is selected by the signer. I'd like to have that field value added to the file name.

Envelope

Agreement1_LOC.pdf
Agreement2_LOC.pdf
Agreement3_LOC.pdf
Agreement4_LOC.pdf

Community Expert · Accepted Answer

Hello,Thank you for reaching out here in the DocuSign Community.This is the closest option that we offer https://support.docusign.com/s/document-item?language=en_US&bundleId=xry1643227563338&topicId=bat1578456393880.html&_LANG=enusThis is the information about Envelope Custom fields https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=ywu1578456351241.html&_LANG=enusCurrently, there is no option to transfer a document field to the file name.Let us know if you need further assistance with this.Best regards,Christopher |DocuSign Community Moderator"Select as Best"below if you find the answer a valid solution to your issue.

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