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Exporting documents

Help centerManage documents

Exporting documents

  1. Select one or more documents from your E-archive which you would like to download/export to your device.

  2. Click on the 'Export' dropdown in the upper right corner.

You have two export options:

  • CSV: This option provides a downloadable sheet, a CSV file containing essential metadata, including document settings, sender and party information and the signing process events. Not sure how to import your CSV into Excel? Click here.

  • PDF: Choose this option to export the complete document as a PDF. The PDF includes the signed document, merged attachments, signatures, and an event log detailing each step of the signing process (Evidence package).

Automatically offboard documents from the E-archive

If you're looking to automatically export signed documents from your E-archive to an external service your company uses, such as Google Drive, Dropbox, Microsoft OneDrive or SharePoint and more, we recommend using one of our offboarding solutions. To learn more about getting started with offboarding, click here.