How to Export Data for agreements signed via Send in Bulk


How can you Export Data (form data) for the agreements signed using Send in Bulk?


To Export Data for Send in Bulk agreements, do the following steps:

  1. Navigate to the Manage page

  2. Click the Bulk sends filter in the left rail

  3. Single-click the transaction you want to retrieve the data for.

    • The right rail opens to expose the transaction actions.
  4. Click the Download Form Field Data action

    • A CSV file is automatically downloaded containing the current field information for all of the child agreements related to the Send in Bulk transaction
    Download form field data

Additional information

If you want form data for entire Send in Bulk transaction, then you can run a Report for the same.


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