Data export

This feature is available for our Starter, Professional and Enterprise plans.

On Concord, you can export your document data, including:

  • General data: status, title, signed with, tags, creation date, etc.
  • Lifecycle data: signature date, end date, notice, etc.
  • Clauses: financial flows, amounts, deadlines, etc.

How to Export:

  1. Navigate to your Documents page
  2. (optional) Filter your Inbox by title, status, tag, and/or creator
  3. To export the entire list, check the box at the top of your documents page, beside 'Actions'. Or, simply check the box beside each document you desire to export
  4. Click on the 'Actions' menu and select 'Export list'.Actions_Export_List.png
  5. In the Export modal, choose between Simple or Advanced Export
    • Simple Export includes document status, parties, signature date, and end date data
    • Advanced Export includes all simple export data with the addition of the document’s lifecycle (signature date, end date, etc), financial clauses, and other clauses
  6. Choose between Excel or Txt format
  7. Click SendScreen_Shot_2019-08-01_at_11.20.52_AM.png
  8. Your Export will begin to generate and appear shortly for download

Note: You will also receive an email with your attached file. Please note that depending on volume and file size, exports can take a few hours to generate.

 

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.