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Last updated on
Mar. 12, 2024
How to download the field-level data entered by the recipients of agreements from the Manage page
Overview
Agreements that collect field data from recipients can export that data in a .csv file format using an action on the Manage page.
Library Templates and Web Forms (collectively referred to as templates) are (parent) templates that generate individual (child) agreements. As such, they collect the field-level data for every agreement that is spawned from the template.
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 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
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Navigate to the Manage page
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Select the agreement
- The right rail opens to expose the actions
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Select the Download Form Field Data action:
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)
- Email - The email address of the acting recipient
- 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
Library Template / Web Form data export
Templates have their own rules:
- Templates always show the data download option, even if the template has no data fields applied
- Shared templates do not permit access to the download option on the Manage page
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Authenticate to Acrobat Sign
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Navigate to the Manage page
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Select Templates (or Web Forms)
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Select the template
- The right rail opens to expose the actions
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Select the Download Form Field Data action:
The output csv file contains:
- Agreement data:
- Agreement name - The name the agreement was sent under (potentially different than the template name)
- Completed - The time/date stamp of when the agreement was completed
- AgreementID - The unique agreement identification number
- Agreement name - The name the agreement was sent under (potentially different than the template name)
- 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)
- Email - The email address of the acting recipient
- (Optional) Custom field data - All of the data fields that the template authors add to the document are listed in the section after the recipient data
