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Hi, Is there a way to get a print-out or an excel spreadsheet of all of the fields that I built in a template with all of the corresponding data labels and tooltips? Thank you!

  • June 5, 2019
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Hi, Is there a way to get a print-out or an excel spreadsheet of all of the fields that I built in a template with all of the corresponding data labels and tooltips? Thank you!

Best answer by Community Expert

If you send a test envelope using that Template and enter in data you could export that information from what is called "Form Data", it will show the Data Label of the field and the data input, but it does not show the tooltip or other properties of the fields and could be exported to a CSV file to bring into Excel. The other option would be to "download" the Template, which create a JSON file inside a Zip file. The JSON file contains everything about the Template including the Data Labels and Tooltips (and tons of other field property data and Template data) but I will warn you it is not pretty to look at, basically a run-on comma delimited text file so parsing that data might be a nightmare.

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If you send a test envelope using that Template and enter in data you could export that information from what is called "Form Data", it will show the Data Label of the field and the data input, but it does not show the tooltip or other properties of the fields and could be exported to a CSV file to bring into Excel. The other option would be to "download" the Template, which create a JSON file inside a Zip file. The JSON file contains everything about the Template including the Data Labels and Tooltips (and tons of other field property data and Template data) but I will warn you it is not pretty to look at, basically a run-on comma delimited text file so parsing that data might be a nightmare.