Export the field data for an individual agreement

Agreements that collect field data from recipients can export that data in a .csv file format using an action on the Manage page.

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).

Agreement-level 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
  to downlaod the agreement field data:
  

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)
    
• 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