Export content of form fields in CSV
I have many customers fill out and sign forms that include information like name, address, phone, etc. It'd be super-awesome if I could select some sub-set of my completed documents, then click "Form Data Export" and get a CSV file with one row per document and one column per field.
You have place a call to EchoSign support and they will remove this default limitation, that's what we had to do. Now when we do report exports all the form data comes out with it and can be utilized within other workflows.
Brian Dimter commented
This no longer works in EchoSign.
I agree, it would be nice to export a file with one row per document. I would want it with columns indicating the sender, receiver, company name, the contract title, and date contract is finalized.
I personally would in turn use that as a tracker to indicate receiving insurance for construction projects.
Why is this marked as 'Completed' when it has not been ? The proposer referred to the selection of multiple documents. EchoSign currently only allows users to select single documents.
We have the same problem! This is definitely needed. We have too many agreements to do this one by one.
From EchoSign commented
On the manage tab, select the document (or library document) you want, click on the History tab and then use "Export Data" to get a CSV file with all the fields.