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Question

Check field properties on Intake form


SanalVenu
New Voice
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Is there a way that i can download a csv or xml or report for a configured intake form and review the field properties set for all the fields in an intake form? 

3 replies

Pawan Gangwani
Rising Star
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Hello ​@SanalVenu 

Welcome to the DocuSign Community!

I am afraid but there is no way to get the information. All you can do is to create it manually or create the workbook so that in future you can refer it.

Thanks!


SanalVenu
New Voice
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  • Author
  • New Voice
  • 1 reply
  • March 18, 2025

Thank you for the confirmation Pawan. I believe this is something we would need to raise with Docusign team as this makes it easy to perform checks before Move to Productions hassle free and rid of human mistakes. 


Pawan Gangwani
Rising Star
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SanalVenu wrote:

Thank you for the confirmation Pawan. I believe this is something we would need to raise with Docusign team as this makes it easy to perform checks before Move to Productions hassle free and rid of human mistakes. 

Yeah, that would be great. Please let us know, if you get the answer.