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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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Where do I find settings in ?
To see your General Settings, go to My Preferences > ACCOUNT > General. To manage personal information, like your name, organization, and profile image, go to the My Profile site.
How do I export users from bulk?
Export a List of Users In Admin, select Users. Select Bulk Actions > Export Users. Select one of the following types of users to export and select Export: View the status of your export in the Bulk Actions Log section on the Users page. Select Download to download the export CSV file.
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.
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.
Can I do a bulk send with ?
's enhanced bulk send feature allows senders to easily send a standardized document to many recipients at one time.
Can you export data from ?
You can export envelope data from envelopes that you sent, received, or are shared with you. The exported data is saved to a CSV file and includes envelope information, including: envelope ID. subject.
Can I send multiple documents from ?
Sending multiple documents in is a seamless process that allows you to attach and send multiple files at once for electronic signing. To start the process, log in to your account and locate the 'New' button.
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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