How to export the bulk send document responses to a CSV file?

The Export To CSV feature in BoldSign enables seamless downloading of bulk send document responses into a CSV file. This is particularly useful when dealing with a large number of documents and signers, ensuring efficient and smooth data retrieval.

The CSV file can be downloaded in 2 ways:

• My Bulk Send page
• Bulk send documents Page.

Download CSV file from My Bulk Send page

• Select the My Bulk Send option on the Bulk Send menu.
• You will be directed to the My Bulk Send page, where you can view all the bulk send documents.
• Click on the context menu of the bulk send document and select the Export CSV option.

• The bulk send document responses will be downloaded successfully. The CSV file will contain details of the document sent, such as the document created date, document ID, document status, signer name, signer email, signer status, signature completed date, form field ID, and their values, excluding Signature, Initial, Image, and Attachment form fields.
• The Created date and Completed On columns in the CSV will display the date and time according to the date format, time format, and time zone set by the user in the My Profile settings. However, certain date formats are not supported in the CSV export, including MMM dd, yyyy, MM-dd-yyyy, yyyy/MM/dd, yyyy-MM-dd, and dd-MMM-yyyy.
• If the user selects an unsupported date format, the date and time will automatically be displayed in the default format MM/dd/yyyy HH:mm, with the time adjusted to reflect the user’s chosen time zone.

Download CSV file from bulk send documents page

• Click on the My Bulk Send option on the Bulk Send menu to go to the My Bulk Send page.
• On the My Bulk Send page, click on the bulk send document you want to export its responses to a CSV file, and you will be directed to the bulk send documents page.
• On the bulk send documents page, click on the More Actions button at the top right corner of the page and select the Export CSV option.
• The bulk send document responses will be downloaded successfully.

• For bulk sends with fewer than 100 documents, the CSV file is promptly downloaded to your device. However, for over 100 documents, you’ll receive an email with a download link for the exported CSV file. The link remains valid for 7 days from the email receipt, after which it expires.