Is there a way to export field data from a completed envelope?

Forum|Forum|7 years ago
August 23, 2019
4 replies
383 views

eSignature

Best answer by Community Expert

Yes, the feature or option is called "Form Data". It is enabled per the Permission Set associated to your DocuSogn User. Here is more information on the option and process...

https://support.docusign.com/en/guides/ndse-user-guide-download-form-data

C

Community Expert

Answer

Docusign Employee

Yes, the feature or option is called "Form Data". It is enabled per the Permission Set associated to your DocuSogn User. Here is more information on the option and process...

https://support.docusign.com/en/guides/ndse-user-guide-download-form-data

C

Community Member

Legacy User

There is an account setting that must be enabled by the account Admin to allow exporting the field data from an envelope. Under "Sending Settings" in the Admin console, look for the setting "Allow sender to download form data".

If it is enabled, the Sender of an envelope can find the option "Form Data" in the available actions on their envelopes. This displays the list of field names and values from the documents in the envelope and allows you to download it as a CSV.

Unfortunately you must do this one envelope at a time.

Regards,

Michael

C

Community Member

Legacy User

Can you bulk export this?

C

Community Member

Legacy User

I do not believe from the information I currently have, that Form Data can be exported in Bulk from the DocuSign UI as a main feature. The caveat or exception is you could build an API to do this or look into a product that DocuSign sells called DocuSign Retrieve, which to my understanding exports data from envelopes in mass,

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