Exporting Agreement Data
Include agreement information in your CSV exports for record-keeping.
Agreement Fields in Export
When you export submissions, agreement data includes:
How to Export
- Go to Submissions page
- Click Export to CSV
- Choose your filters (date range, status, etc.)
- Download the file
Using Exported Data
Export agreement data to:
- Keep records for compliance
- Track acknowledgment rates
- Import into your CRM or legal system
- Audit client agreements
Sample Export Row
Agreement Required: Yes
Agreement Signed: Yes
Agreement Signed At: 2024-01-15T14:30:00Z
Agreement Opened: Yes
Agreement Opened At: 2024-01-15T14:28:45Z
Agreement URL: https://example.com/agreement.pdfFiltering Agreement Status
Before export, you can filter to show only:
- Submissions with agreement required
- Submissions where agreement was signed
- Specific date ranges
Legal Note: Exported agreement data can serve as a record of client consent. Consult your legal advisor for compliance requirements.