How to Schedule a Task for Retrieve using the Task Scheduler in Windows

  1. Open Retrieve.
  2. Log in and set up your query, just as you would do if you wanted to run it right now.
  3. Select Tools menu and choose ‘Console Script Builder’
  4. You will get an output of your current query. Notice the /span parameter in the query is set to -1.
  1. Copy the bottom part that is highlighted above. This is what you will need for the Windows task scheduler.
  2. Open up Task Scheduler (press the Start menu button and type ‘task’ in the search, it should be the first option)
  3. Click the Create Task option on the right hand side.
  4. Under the General tab, enter a name for your task.
  5. Under the Triggers tab, click new and choose a time schedule for your task to run. Most people will want this to run nightly, or possibly weekly/monthly. Please select your desired settings.
  6. Under the Actions tab, click new.
  7. In the Action drop down, make sure it is set to ‘Start a Program
  8. For ‘Program/Script’ specify the path to Retrieve "C:\Program Files (x86)\DocuSign, Inc\Retrieve 3.2\DocuSignRetrieve.exe" with the quotes. (You may also need to paste the folder in Start In without the quotes.)
User-added image
  1. In ‘Add Arguments’ paste your script but DO NOT include DocuSignRetrieve.exe 
    Example: /endpoint "Production" /userid "" /password "******" /accountid "1234567" /span "-1" /spanfilter "Completed" /fieldlog "EnvelopeId:Subject:SSN:Data Field 1" /nstyle "Subject" /save "ZipFile" /dir "C:\Users\john.doe\Desktop\Fetch test\4-4 test" /includeheaders "true"
  2. Under the Conditions tab, configure your desired settings.
  3. Under the Settings tab, configure your desired settings.
  4. Click OK.