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
Best answer by Community Expert
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=enus
This is the information about Envelope Custom fields https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=ywu1578456351241.html&_LANG=enus
Currently, 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.
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=enus
This is the information about Envelope Custom fields https://support.docusign.com/s/document-item?bundleId=gbo1643332197980&topicId=ywu1578456351241.html&_LANG=enus
Currently, 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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