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How do I export signer and field information to excel?

Both the signing status and field information within documents can be exported to excel.

To download signing status and field information from documents on the Live board click the magnifying glass icon indicated in the video clip below. Once selected the section expand, with options to search the 'Sent for signing' list and below, two tick boxes relating to the information you want to be exported and the 'Export to XLS' button.

 

To download signing status and field information from documents within the archive, go to Archive>Signed documents and click on export. You can reduce the information collected by using the search feature in conjunction with the export facility. 

 

 

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