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August 7, 2024
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excel export

  • August 7, 2024
  • 3 replies
  • 122 views

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
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!

Jason Wiswell | Principal Product Trainer | Docusign, inc.
JohnSantos
Guru
Guru
August 7, 2024

@Meliya 

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

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.
Docusign Employee
August 22, 2024

Hello @Meliya ,

If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!