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Apparently this is difficult for me: I need to simply input a date range and get a list of envelopes with links to the associated documents for each envelope. Envelope reports only show a field for the envelope ID, and searching in the Manage tab doesn’t show all envelopes sent. I assume the latter is associated with the user that sent the envelope not being me, as we use Salesforce integration to send our envelopes. I have tried many different things with envelope sharing, but nothing has worked.
+11- Digital Collaborator
- 205 replies
I did some more digging.
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Use the DocuSign REST API: The
listDocumentsAPI endpoint allows you to retrieve a list of documents within an envelope. You can specify the envelope ID and the API will return details of all documents within that envelope, including links to access the documents. Here is the document link: listDocuments | REST API | Docusign
+15- Community Moderator
- 2554 replies
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