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Backup all documents to a organization storage

  • November 23, 2022
  • 7 replies
  • 732 views
C
Docusign Employee
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we would like to know how to officially backup all DocuSign documents into company storage.

Please provide the best practice and different scenarios for backup

Need your guidance for the storage

Best answer by Community Expert

Hello,

Thank you for reaching out here in the DocuSign Community.

There are a few ways to receive notifications, documents, and data about your DocuSign envelopes. You can use this information to automatically trigger downstream actions. The main options are:

https://support.docusign.com/s/document-item?bundleId=iqw1600716424700&topicId=eaw1600716526223.html&_LANG=enus

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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7 replies

C
Docusign Employee
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  • Community ExpertDocusign Employee
  • Docusign Employee
  • 1935 replies
  • Answer
  • November 23, 2022

Hello,

Thank you for reaching out here in the DocuSign Community.

There are a few ways to receive notifications, documents, and data about your DocuSign envelopes. You can use this information to automatically trigger downstream actions. The main options are:

https://support.docusign.com/s/document-item?bundleId=iqw1600716424700&topicId=eaw1600716526223.html&_LANG=enus

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.

C
Docusign Employee
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The current plan is Business Pro, Does this options included in the package or will it be separately charged?

C
Docusign Employee
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Hello,

The admin of the account will need to create a case with Support to confirm the option for Agreement Action and DocuSign Connect, but I can confirm that DocuSign Retrieve is sold separately.

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.

C
Docusign Employee
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Sure, I have checked the three points which you have shared for storage.

The three options looks quite similar. Could you please let me know main difference between these three and which one should we go for and best one please?

Need your advice on this. Thanks

C
Docusign Employee
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Hello,

Agreement Actions, you can create rules to automatically archive envelope documents to a cloud storage provider, export data to a Google Sheet or Excel Online, or kick off a CLM workflow when an envelope is complete. However, unlike Connect, you simply configure these rules in the Settings area of your eSignature account to enable the automation, so there’s no code required.

DocuSign Retrieve is a desktop application for downloading envelope documents and data in bulk to a local system for storage. 

DocuSign Connect, you can create an integration to store the information and connect that to DocuSign.

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.

C
Docusign Employee
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Will Agreement Actions only run on envelopes created after the rule is made or can you retroactively run the rule to archive old envelopes? If you can run retroactively, how do you initiate this?

C
Docusign Employee
Forum|alt.badge.img

Hello,

Thank you for reaching out here in the DocuSign Community.

We apologize for the inconvenience, but not it does not work retroactively.

  

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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