Attach a CSV of the field data to the sender's signed agreement email

Attach a CSV of form field data to the Sender's final email when an agreement is signed.

Users that need to collect and track their own data from their agreemnts can have individual CSV files included in the final email of a completed agreement. Only the originator of the agreement will get this attched CSV.

The CSV is attached along with the PDF copy of the signed agreement, and the audit report (if the account is configured to include these documents).

The option to include the CSV in the final email is discrete from the ability to download the CSV file from the manage page.

Email with attachment

Configuration options

There are no options beyond enabling or disabling the feature.

To access the feature controls, navigate to: Account Settings > Global Settings > Collect form data with agreements

Enable CSV from data

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