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Newcomer
Aug 7, 2024 6:45 PM UTC
Solved

excel export

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

Jason.Wiswell
Docusign Employee
Aug 7, 2024 7:17 PM UTC

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.

3 replies

Jason.Wiswell
Docusign Employee
Docusign Employee
Aug 7, 2024 7:17 PM UTC

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!

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Jason Wiswell | Principal Product Trainer | Docusign, inc.
JohnSantos
Guru
Guru
Aug 7, 2024 9:07 PM UTC

@Meliya 

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

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Docusign Employee
Aug 22, 2024 12:10 PM UTC

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!

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