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 operations listed 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.

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

Requirement:
  • New DocuSign Experience
  • Connect configuration that allows publish. 
  1. Log into DocuSign as an Administrator | Go to Admin | Connect
  2. Locate Publish button in the upper right above the list of Connect Configurations. If this is not available, you can contact DocuSign Customer Support or your account manager to discuss enabling an account feature called Allow Report Access.
  3. Click Publish to open Publish Envelopes 
  4. Use the Filters button in the upper right to choose an appropriate date range and filter the list
  5. Check the box to the left of the desired envelope
  6. Click the Publish button 
  7. Check the Apply DocuSign Connect Settings box to honor the current Connect configuration
  8. Click the Publish button
  9. You will be taken to Bulk Actions to track completion of the overall publish using the Refresh button
  10. You can return to this panel later by opening Go to Admin | Bulk Actions
  11. in a few moments you should see the results of a successful publish and be able to review enabled logs

Option 2: High Volume or by Envelope ID - perform a manual Connect publish using a .csv file
  1. Log into DocuSign as an Administrator | Go to Admin | Connect
  2. Click Publish to open Publish Envelopes  
  3. Use the Filters button in the upper right to choose an appropriate date range and filter the list
  4. Click the Download CSV button  to export the the list as a spreadsheet file
  5. Edit the spreadsheet. Delete the column header row. Delete all columns except that of the envelope ID. Save the file and note its location.
  6. In Publish Envelopes, click the Publish Using CSV button to pop up an upload and confirmation window
  7. Check the box for Apply DocuSign Connect Settings
  8. Click the Upload .CSV File button
  9. Choose the modified .csv file, saved in step 6 
  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
  12. You should see the results of a successful publish and be able to review enabled logs