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Share your document, download it in your preferred format, or save it as a template.
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Add fillable fields to your PDFs and share your forms with ease to collect accurate data.
Save reusable templates
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For pdfFiller’s FAQs
Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
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How do I bulk export from ?
By automating this process, you save time and ensure that all your important documents are organized and secure. Step 1: Log in to Your Account. Step 2: Navigate to the Folder or Envelope You Want to Download. Step 3: Select the Documents You Want to Download. Step 4: Click on the Download Button.
Can I extract data from ?
From the Agreements page, locate the envelope you want to review. Click the more actions menu for the envelope and select Form Data. In the Form Data window, click Download CSV. The form data is exported to a CSV file and saved to your local Downloads folder.
Can export data to Excel?
Bring your data into Excel for up-to-date insights with Connect Cloud. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Can you export documents from ?
To download the envelope contents, For separate files in a ZIP file - select All for all files, or check the files you want to download as separate files in a ZIP file. Document gives you all of the documents in the envelope. For a single PDF of all files in the envelope - select Combine all PDFs into a single file.
Can you pull reports from ?
The Reports feature allows users and administrators to run, customize, schedule, and download and print reports for their account. The Reports feature allows users and administrators to get insights into their account.
How do I export data from ?
Create Exports Select Create an Export at the top of the Retrieve home screen. Select the type of envelopes to export, and configure filters to narrow your selection. Select Format to configure the contents of the index file, which is formatted as a CSV file and included with the export.
How do I extract a report from ?
Export an Organization Report In Admin, select Export Reports. Select the report type you want to export. Select one of the following time periods for the report: Sent Date or Completed Date:
How do you save fields in ?
Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select SAVE to save your custom field.
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