How to export signer and fields data

All your signer status and form field values can be exported to excel. If you have a lot of the same forms and need to download that data this feature is definitely for you.

Dashboard

To download your signers' statuses and field values click the magnifying glass icon just above your listings. The section expands to show all the search options.

Make the selection you want to filter down your documents, tick both boxes and select 'Search' to retrieve your filtered results and hit the 'Export to XLS' button.

Since you could be producing a lot of data, your request goes off to a service, and you may need to wait a short while for it to work out the answer.

This video shows you the search form and where the export buttons are:

Voila!

Archived documents

To download signing status and field information from documents within the archive, go to Archive > Signed documents and click on Export (filter down your listings first).


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