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excel export

  • August 7, 2024
  • 3 replies
  • 70 views

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Is there a way to export a list of every envelope i have sent that includes recipients and title of envelope? 

Best answer by Jason.Wiswell

Hello!  If you navigate to the Reports tab within eSignature, you will see an Envelope Recipient Report available underneath the Envelope section of Reports.  That will provide you the following details, by default. as shown in the article @ https://support.docusign.com/s/document-item?language=en_US&bundleId=cnu1642812012214&topicId=kdr1581533675526.html&_LANG=enus

You can then export as CSV, which Excel can open and transform easily.

Please let us know if this resolves your inquiry and have an excellent day!

3 replies

Jason.Wiswell
Docusign Employee
  • Docusign Employee
  • Answer
  • August 7, 2024

Hello!  If you navigate to the Reports tab within eSignature, you will see an Envelope Recipient Report available underneath the Envelope section of Reports.  That will provide you the following details, by default. as shown in the article @ https://support.docusign.com/s/document-item?language=en_US&bundleId=cnu1642812012214&topicId=kdr1581533675526.html&_LANG=enus

You can then export as CSV, which Excel can open and transform easily.

Please let us know if this resolves your inquiry and have an excellent day!


JohnSantos
Guru
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  • Guru
  • August 7, 2024

@Meliya 

Have you looked into the Envelope Recipient Report?  It might provide the information you need.


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  • Community Moderator
  • August 22, 2024

Hello @Meliya ,

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Best regards,

Nathaly | Docusign Community Moderator
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