How to Perform a Manual Publish of Connect Data in Low or High Volumes

Issue

Connect was not publishing for some time and retroactive publish is required to recover the accuracy of a remote system. Connect settings have been modified and a republish is required to test the result of the change. A manual publish is required to export documents or sync data in a remote system.

Disclaimer:
The manual publish operation 2, using a .csv file, will trigger a publish using ALL active Connect configurations at once. In most cases this is not a concern and publishing the most recent information will result in no change. Some customized configurations can react unpredictably to additional publishing. Please test, understand the system, and evaluate the risk of exposing sensitive information or overwriting data in an external system before any production operations occur. The same configuration is possible in the demo environment for testing if desired.

Solution 1: Low Volume and Simple - how to perform a manual Connect publish by checking boxes next to each envelope

  1. Log into DocuSign as an Administrator and click the Settings tab from the top banner across the main DocuSign page.
  2. In the sidebar under Integrations, select Connect.
  3. Select the Publish tab located above the list of Connect Configurations.
  4. In the Publish screen, select the checkboxes next to the envelopes you want to publish via a Connect message. You can use the FILTER option to filter the list of envelopes by date range, senders, recipient name or envelope subject, and envelope status.
  5. Click the Publish button.
  6. Select the conditions under which to manually republish Connect messages for an envelope:
    • Publish to all Connect configurations: A Connect message is published regardless of whether the current status of the envelope matches any of the Trigger Events or Associated Users defined in a Connect Configuration.
    • Publish to Connect configurations that have the subscribed users/events: A message is published only if the current status of an envelope matches any of the Trigger Events and the Associated Users defined in a Connect Configuration.
  7. Select the checkboxes next to the configuration or configurations through which you want to publish the Connect messages.
  8. Click the Publish button
  9. You will be taken to Bulk Actions to track completion of the overall publish using the Refresh button. You can return to this panel later by opening Settings | Bulk Actions..
  10. In a few moments you should see the results of a successful publish and be able to review enabled logs.

Solution 2: High Volume or by Envelope ID - perform a manual Connect publish using a .csv file

  1. Log into DocuSign as an Administrator and click the Settings tab from top banner across the main DocuSign page.
  2. In the sidebar under Integrations, select Connect.
  3. Select the Publish tab located above the list of Connect Configurations.
  4. In the Publish screen, use the FILTER option, to filter the list of envelopes by date range, senders, recipient name or envelope subject, and envelope status.
  5. Click the Download CSV button. This will export the filtered list of your envelopes as a spreadsheet file.
  6. In the Publish screen, click the Publish Using CSV button.
  7. Select the conditions under which to manually republish Connect messages for an envelope:
    • Publish to all Connect configurations: A Connect message is published regardless of whether the current status of the envelope matches any of the Trigger Events or Associated Users defined in a Connect Configuration.
    • Publish to Connect configurations that have the subscribed users/events: A message is published only if the current status of an envelope matches any of the Trigger Events and the Associated Users defined in a Connect Configuration.
  8. Click the Select File button.
  9. Choose the .csv file, saved in step 5.
  10. Click Publish and Confirm.
  11. You will be taken to the Bulk Actions interface to track completion of the overall publish using the Refresh button. You can return to this panel later by opening Settings | Bulk Actions..
  12. In a few moments you should see the results of a successful publish and be able to review enabled logs.