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I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?


I have a rule set up to export a specific user's envelopes to DropBox. How can I execute that rule on all existing envelopes?

Hi,

Thank you for reaching out here in the DocuSign Community.  

I understand that you are looking to use your Agreement Rule retroactively and I will gladly share more details on the topic.

At this moment Agreement Rules will only apply to envelopes created after the rule took place.

For more details on this topic, see:

Automate Common Post-Signature Tasks with Agreement Actions

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic.  

For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan. 

Compare eSignature plans & pricing 

Nevertheless, feedback that can improve our users’ experience is always more than welcome. 

I encourage you to take into consideration submitting your idea to be reviewed by our development team for possible implementation. 

We’ll provide it to the Product team that is closely aligned with the area associated with the feedback. They will review it and determine the next steps. 

In the near future, we will have a Community section that is dedicated to customer suggestions/feedback. You all will have the ability to upvote on what’s important and needed.  

If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request directly when you’re logged into your account. You’ll be able to click the “Give Feedback” button at the bottom of the screen in order to submit your idea. 

Feel free to let us know if you need further assistance with this  

  

Thank you for using DocuSign, we hope you have a wonderful rest of your day!  

  

Best regards,  

Alejandro R. | DocuSign Community Moderator  

  

"Select as Best" below if you find the answer a valid solution to your issue!  


I feel like Docusign is holding our envelopes for ransom. Pretty tough to do a bulk export without spending $6k on Retrieve. Any advice on how I can export 300+ envelopes?


Hi,

Thank you for following up.

At this moment the only option developed by DocuSign to bulk export all account envelopes would be DocuSign Retrieve.

Taking this into consideration, the only alternative to Retrieve would be a custom integration, either existing or developed for this specific use case.

Within DocuSign eSignature, envelopes can only be exported manually.

I apologize for any inconvenience this may cause, please don't hesitate in letting me know if you have any other questions or concerns and I will address them as soon as possible. 

Best regards, 

Alejandro R. | DocuSign Community Moderator 

"Select as Bestbelow if you find the answer a valid solution to your issue! 


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