Export a document report as a CSV file
Create a comprehensive CSV report featuring data on documents owned by Members of an Organization. Easily generate this report via the document search tool available in the organization dashboard, with or without the use of filters.
This feature empowers Organization Admins to swiftly compile and share reports with senior management through email. Upon creation, the CSV report will be directly dispatched to a designated email address. It contains the following columns:
Document name
Last changed date (last updated)
Document owner
Status (“No invites”, “Pending”, “Signed”)
Document recipients
Redesigned editor’s toolbar header
Users can now access essential import tools (such as Field parsing, Field import, and Magic Fields) from a dropdown conveniently located in the editor’s toolbar header.
Export a document report as a CSV file
Create a comprehensive CSV report featuring data on documents owned by Members of an Organization. Easily generate this report via the document search tool available in the organization dashboard, with or without the use of filters.
This feature empowers Organization Admins to swiftly compile and share reports with senior management through email. Upon creation, the CSV report will be directly dispatched to a designated email address. It contains the following columns:
Document name
Last changed date (last updated)
Document owner
Status (“No invites”, “Pending”, “Signed”)
Document recipients
Redesigned editor’s toolbar header
Users can now access essential import tools (such as Field parsing, Field import, and Magic Fields) from a dropdown conveniently located in the editor’s toolbar header.