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How to create additional folder in the Existing Folder Structure


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Currently Having issue in creating additional folder in the Existing folder Structure. When documents generated are saving in the existing folder structure. Since all Documents of particular Account are ending up in same folder, to differentiate opportunity agreement and non-opportunity agreements we want to route opportunity agreements to separate opportunity folder and save there. when the document is getting generated from opportunity in salesforce, generated documents should go inside opportunities folder (new folder Structure) and save there. 

Existing Folder Structure:

Contract Repository/Customer Contracts/Account folder/Account sub folder/Document

Example: Contract Repository/Customer Contracts/XYZ (sample)/XYZ test opportunity/order form SOW

New Folder Structure Required:

Contract Repository/Customer Contracts/Account Folder/Opportunities/Account Sub folder/Document

Example: Contract Repository/Customer Contracts/XYZ (sample)/Opportunities/XYZ test opportunity/order form sow.

After adding additional Step in Workflow “Create Folder” , When generating Document, Opportunity Folder is getting created in the Account Folder, but Account sub folder/Document are not going inside the opportunity folder. They are getting saved in Account Folder itself. Can I get any suggestions in the workflow for Create Folder section what configuration I should be following to get the subfolder and Document route to opportunity folder.

3 replies

Pawan Gangwani
Rising Star
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Hello ​@Hemalatha 

Welcome to the DocuSign Community!

Can you tell me how many “create folder” steps you are using in workflow?

Thanks!


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  • Author
  • Newcomer
  • 1 reply
  • April 2, 2025

Hi ​@Pawan Gangwani ,

 

In current folder workflow, we have 4 ‘create folder’. To create additional folder “opportunity folder", I have added another ‘create folder’ step. Now Folder is getting created but Contract document is not getting saved inside the “opportunity folder”.


Pawan Gangwani
Rising Star
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Hemalatha wrote:

Hi ​@Pawan Gangwani ,

 

In current folder workflow, we have 4 ‘create folder’. To create additional folder “opportunity folder", I have added another ‘create folder’ step. Now Folder is getting created but Contract document is not getting saved inside the “opportunity folder”.

okay, so what you need to do it use 5 create folder steps and then you need to maintain the hierarchy. 

you have to select the parent folder which will be “Contract Repository” in first case and then save the Output to “Store the folder in variable” which will become the Parent folder for the next step. Now you will continue the process, and the folder structure will correct as want.
 

Thanks!