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Export agreement field data

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      1. Search for agreements
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      17. Download the field data from an agreement
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        1. Create a report chart
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    9. API
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Overview

Agreements that collect field data from recipients can export that data in a .csv file format using an action on the Manage page.

Access to the field-level data is limited to the owner of the agreement and the owner of the template (regardless as to if they are the same user).

Note:

Downloading field-level data in this manner is a tactical solution.

More comprehensive reports can be generated on the Reports tab.

Agreement-level data export

All agreements that have collected data field content display the option to download the field data.

Some rules around that:

  • The agreement must have some data field content added by a recipient. Signature and Signer Info fields do not count
    • If there are no data fields, or none have been filled in yet, the download option is not visible
  • All agreement statuses have the potential to expose the download option
  • Shared agreements to the group or account-level admin (either individually or by user/group share) permit access to the download option
    • Sharing access to a non-admin, or an admin that does not have authority over the agreement owner, will not display the download option
    to downlaod the agreement field data:

  1. Authenticate to Acrobat Sign

  2. Navigate to the Manage page

  3. Select (single-click) the agreement

    • The right rail opens to expose the actions  

  4. Click the Download Form Field Data action:

    Export agreement data - modern UI

The output csv file contains one line record per recipient:

  • Agreement data:
    • Completed - The time/date stamp of when the agreement was completed
    • AgreementID - The unique agreement identification number
  • Recipient data:
    • Email - The email address of the acting recipient
    • Role - The recipient's role
    • First - The first name (filled when known)
    • Last - The last name (filled when known)
    • Title - The title associated to the recipient (filled either via field value or active account)
    • Company - The company value of the recipient (filled either via field value or active account)
  • Custom field data - All of the data fields that the agreement authors add to the document are listed in the section after the recipient data
Agreement output

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