I’d like to preform an audit on the merge tags used for each Form Library form.
Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel?
I’d like to capture the form field name AND the merge tag that it relates to.
NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.
Best answer by Pawan Gangwani
I’d like to preform an audit on the merge tags used for each Form Library form.
Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel?
I’d like to capture the form field name AND the merge tag that it relates to.
NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.
Hey @Dallison
I know you've already tried the hard way, and I’ve been in the same situation myself. But I found a workaround that actually works. @Vinicius.Rodrigues might think what a weird workaround is it. 😄
Here’s what I did: Instead of pasting the data directly into Excel, first copy everything and paste it into Notepad. Then, copy it from Notepad and paste it into Excel. This simple step helps clean up the formatting and makes it work smoothly.
I have investigated all the available Reports in Docusign CLM, but none of them have been able to get the Field and Merge Tab information. I believe that the only possible way would be to manually access each Form in your account and copy/paste it.
I’d like to preform an audit on the merge tags used for each Form Library form.
Is there a way to extract all the merge tags from each form without having to copy & paste each one individually into excel?
I’d like to capture the form field name AND the merge tag that it relates to.
NOTE: I have tried to highlight them, then pasting into excel. However, when you paste with source formatting- the box appears and it’s not easy to extract. If you paste “values only” the merge tag information disappears.
Hey @Dallison
I know you've already tried the hard way, and I’ve been in the same situation myself. But I found a workaround that actually works. @Vinicius.Rodrigues might think what a weird workaround is it. 😄
Here’s what I did: Instead of pasting the data directly into Excel, first copy everything and paste it into Notepad. Then, copy it from Notepad and paste it into Excel. This simple step helps clean up the formatting and makes it work smoothly.
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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
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