Export to CSV File

If you would like an excel copy of the results of searches or agreements listed in folders, you can use the export to CSV file feature. This report does not allow you to customize the data being displayed. 

This report contains the following fields:

ID short ID of each agreement (each document in a package as well as the over-all package is assigned an ID)
Agreement ID long ID of each agreement
Filename name of file uploaded
Status signing status of agreement
Company what company the agreement was published under
Publisher who sent the agreement
Recipients who needs to sign or has signed the agreement
Created date the agreement was created
Last Accessed the last date the agreement was accessed 
Has Addendum this is for retired functionality that has since been replaced with document packages
Parent ID if document is part of a package, this will show the long ID of the over-all package
Multipart displays whether the agreement is a document package or not
Rate This field is no longer used
Term This field is no longer used
Asset This field is no longer used
Region This field is no longer used
Value This field is no longer used

This report can be run on any folder or for any search results. Simply select the agreements you would like to include in the report and click the excel icon at the bottom of the screen. A progress bar will appear as Agreement Express prepares the report. Once your report is ready, a download button will show.