Download a document as a cSV file

We know that once a document has been signed and downloaded there is often some manual capturing of data that happens afterwards.

Be it adding client information from a debit order or adding clients details to your CRM system. Either way manually typing in information can be a huge hassle

Which is why we highly recommend this feature!

We have now added the ability to download any document as a csv file. This will allow you to manipulate the data in excel and allow you to upload the file to many different applications. 

The link is at the bottom of every completed document underneath the Audit trial. 

Here is a link to the knowledge base article to show you how to setup and use the csv download feature.

Happy signing

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