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With DocuSign Retrieve, you can easily download copies of signed documents and data from envelopes sent from your DocuSign account. You can run Retrieve as a one-time request or on a specific schedule. To log in to Retrieve, select your environment and enter your DocuSign account credentials. From the main Retrieve window, you can view your account information, download history, and saved settings. Click your profile menu icon to switch to another account or to log out of Retrieve. Click Start a batch to start a batch download. Start by defining the envelopes to include in your batch. Choose if you want to download envelopes, PowerForms, or both. Add filters to download only the envelopes that meet a particular criteria. For example, you could include envelopes that were sent from a specific sender or template. You can also choose the status and date range for the envelopes to include in the batch. Click Next. Select the Include the CSV file checkbox to export envelope data to a CSV file. Click the plus sign and choose the data you want to include in your CSV file, such as the recipient name and email, or data contained in envelope and document custom fields. Click Next and choose the location and format for your batch download. You can use the Envelope ID or Envelope Subject for the document name or enter a custom name. You can also choose if you want to include the certificates of completion in your download, and select the format for the downloaded documents. Click Next and review your batch settings. Click Download to start your batch or click Save Settings to save these settings for future use. You can start a download at any time by locating a saved setting and clicking Run Now. Track the progress of your download and number of API calls remaining from the Retrieve home screen. You can access the downloaded documents and CSV file from the location you specified. A row is added on the CSV file for each envelope that was downloaded. You can also schedule Retrieve to run at specific intervals by clicking Schedule next to your saved setting. Choose when the schedule should start and how often it should repeat. If an envelope has already been downloaded with a previous batch, it will be skipped. Retrieve will not download the same envelope twice in the same destination folder.