How do I download a list of my documents to Excel?

Open Documents in your dashboard, pick the dates in the Sent from and Sent to boxes, and press Download Excel. You get one Excel file with every document that matches, with the signer, the status and the dates for each one. It works on every plan, the Free plan too.

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Steps

1. 1Sign in and click Documents in the sidebar. The list of the documents you have sent is on that page.
2. 2Click the Sent from box and pick the first day of the month you want.
3. 3Click the Sent to box and pick the last day of that month. The list and the counts above it (Total, Waiting, Opened and Signed) change to match, and a Clear dates button appears.
4. 4If you only want one client, type their name in the search box that reads Title, signer, reference. Wait a moment for the list to update. Delete the name to see everyone again.
5. 5Press Download Excel. The button reads Preparing while the file is built, and then the file downloads.
6. 6Open the file. It is named signza-documents followed by the day's date.
7. 7Find the sheet called Documents. Its top row is frozen and holds the headings Form reference, Title, Signer name, Phone, Email, Status, Sent, First opened, Signed or declined and Expiry.
8. 8To see only the signed documents, click the arrow on the Status heading in Excel and tick only Signed.
9. 9Send the file to whoever asked for it.

Good to know

• The file has the same documents as your list, from every page.
• A status tab or a search that you have set narrows the file in the same way.
• Documents you uploaded but did not send are not in the list or the file.
• The file is named signza-documents followed by the day's date.

Questions and answers

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Next in the seriesWhat does the certificate on a signed document show?

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