How to export the document information to a CSV file?

The Export Form Data feature in BoldSign enables users to easily download detailed document information into a CSV file. This feature is helpful for organizing and managing document data such as signer details, form field values, and document status.

Follow the steps below to export document information to a CSV file:

• Expand the Documents menu and select the My Documents option. This will direct you to the My Documents page, where a list of all your documents is displayed.
• Locate the document you wish to export from the list.
• Hover over the document and click the context menu (three vertical dots). A list of options will appear.
• Select Export form data from the list of options.

• Alternatively, you can access the Export form data option from the document overview page by clicking on the document you wish to export.
• On the Overview page, click the More Actions button in the top-right corner.
• Select Export form data from the dropdown options.

• The system will automatically download the CSV file containing the document information to your device.
• The exported CSV file will contain document details such as the Document Created Date, Document ID, Document Status, Signer Name, Signer Email, Signer Status, Signature Completed Date, and Form Field IDs with their values.

• The date and time shown in the Created Date and Completed On columns will match the format and time zone settings you have in your My Profile section. For example, the date will appear in the format you selected (like MM/dd/yyyy) and the time will be shown as per your chosen time format (like HH:mm).
• 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 you use an unsupported date format, the system will automatically convert the date and time into the default format: MM/dd/yyyy HH:mm, with the time adjusted according to your selected time zone.