What is DocuSign?

DocuSign is an electronic signature service that enables users to send, sign, manage, and store documents and agreements digitally. It is widely recognized as the leading solution in this space, often referred to as the #1 way to handle electronic agreements. With its robust set of features, DocuSign simplifies the process of executing contracts and other documents by allowing users to perform these tasks on virtually any device.

As a software tool, DocuSign provides an interface for various signatory and document management functions. It supports a variety of languages for both signers and senders, catering to a global user base. DocuSign's solutions extend beyond just electronic signatures, encompassing a range of tasks from identity verification to workflow automation. The service is designed to maintain a high level of uptime, currently standing at 99.9% for eSignature, ensuring reliability for millions of transactions processed daily.

DocuSign enhances business processes by allowing for dynamic document generation, configurable workflows, and enterprise-grade security. It offers legal enforceability for electronic agreements in compliance with laws like the ESIGN Act, which legitimizes e-signatures in the United States. Additionally, DocuSign's service is enriched by over 400 secure, pre-built integrations, enabling seamless connection with other business systems and tools.

Exporting DocuSign Data to a CSV File

Using CSV-Export Utility for Scripted Access

The CSV-Export Utility provides scripted access to export data from DocuSign. This powerful tool enables users to automate the extraction of metadata from their documents for various reporting and analysis purposes.

Setting Up the CSV Export Utility

Before performing an export, it is essential to configure the CSV Export Utility. This is done by editing the _INSTALL_PATH_ utils configcsv-export.properties file to suit your requirements. The configuration process includes setting up parameters for the export, such as the normalization of dates and customizing the CSV format.

Exporting Metadata

With the CSV Export Utility, users can export the metadata of their files from DocuSign. This feature is particularly useful for maintaining comprehensive records of document histories and tracking details that are not visible within the content of the PDFs themselves.

Performing Incremental Exports

For large datasets or ongoing projects, the CSV Export Utility enables incremental exports. This means that users can export only the new or changed data since the last export, making the process efficient and time-saving.

Custom Formatting Options

The utility also offers options for customizing the format of the exported CSV files. Users can tailor the exported data to meet the needs of their specific database or data analysis tools, ensuring compatibility and ease of use.

Utilizing DocuSign Insight Metadata

Additionally, metadata from DocuSign Insight can be used to create a formatted CSV file. This allows for a more detailed and structured export, facilitating complex data analysis and integration into various database systems.

Streamline Your DocuSign Management with Sourcetable

Are you still exporting your DocuSign data to CSV files and manually importing them into spreadsheets? It's time to embrace a more efficient solution with Sourcetable. Sourcetable offers a seamless experience by syncing your live data directly from DocuSign, eliminating the need for cumbersome export and import processes. This integration not only saves you valuable time but also ensures that your data is always up-to-date and readily accessible in a familiar spreadsheet environment.

With Sourcetable, you can automate the data flow from DocuSign into your spreadsheets, allowing you to focus on analysis and insight rather than data entry. This streamlined approach enhances your business intelligence capabilities, as you can effortlessly query and manipulate live data for real-time decision making. Say goodbye to the static nature of CSV exports and welcome the dynamic and powerful data management that Sourcetable offers.

Common Use Cases

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  Mass contract updates to multiple recipients
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  Efficient invitation management for large events
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  Streamlined invoice distribution for numerous clients
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  Rapid dissemination of policy updates to a broad employee base
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  Cost-effective delivery of personalized offers to a large customer list

Frequently Asked Questions

How can I download CSV form data from DocuSign?

CSV form data can be downloaded through the DocuSign user interface or by using the API.

How do I export data from a PDF created in DocuSign?

Adobe allows users to export PDFs to Excel, which produces a clean XLS file.

Why does exporting a PDF from DocuSign to Excel with Adobe result in a summary instead of an XLS file?

This issue occurs due to the export settings in DocuSign. It is recommended to change these settings to obtain a full XLS file instead of just a summary.