How do I export a list of recipients?
I am an account administrator and I would like to export a complete list of recipients on my account to a .CSV.
The Reports feature allows users and administrators to run, customize, schedule, and download and print reports for their account. Report data is generated continuously, and reports contain near real-time data from document activity.
Use the Recipient Activity Report - with a Date Range set to All Dates. The standard Recipient Activity Report will return Name, Email, Documents Received, Documents Requiring Signature, Documents Not Signed, Completion Rate, Completion Time.
- Account administrators see all account-level activity.
- Reports run in the application can return up to 5000 rows of data.
This report can be downloaded, as a CSV, by clicking on this icon: