0

Download All Documents Option

Thomas Phelka

August 09, 2019 22:56

None

Follow

Hello,

We would love to have an option on the AssureSign website to download all documents in an envelope  Currently you have to pull the documents one at a time.  We do receive the email with the download all button, however, if someone other than the person that sent the envelope needs to download the documents this is not an option.

Thank You

2 comments

• 0
  
  Kimberly Vogelzang October 15, 2019 20:47

  I agree, I need to download multiple documents quickly and this can be really time consuming to download invidually by envelope even. I would like to be able to pull all documents based on a certain time period to save to my hard drive. Any ETA on this feature? Thank you! 

• 0
  
  Jackson Tyler Burke October 31, 2020 17:09

  Thanks for submitting your feature request, Thomas Phelka. I have good news for you (and Kimberly Vogelzang)!

   

  You can use the "Data Export" tool in your AssureSign user portal to bulk download all documents sent from the account(s) that you specify and within the selected date range of your choice!

   

  To use the tool, you must be (1) an "Administrator" on your primary account or (2) an "Administrator" on the child account from which your target envelopes/documents were sent. Primary account admins can access all sent documents across all primary and child account(s), whereas a child account admin is limited to documents sent from that child account. 

  I've provided navigation steps to accessing the Data Export tool below. If you're unable to execute any of these steps, a primary account admin will likely need to reassign your user role to "Administrator" for either the primary or a child account (depending on access needs).

   

  1. Log in to your AssureSign user portal and click "CONFIGURE SETTINGS" on the left main navigation.

  
  2. Then, select "Data Export" from the settings menu on the left side of your screen.

  
  3. Next, click the "New" link (located in blue title bar).

  

   

  4. Select a date range to export using "Start Date" and "End Date" (all documents delivered via envelopes sent within this range will be exported).

  

   

  5. Use the "Include Completion Report" ("Yes" or "No") option to indicate whether the export should include each document's completion report (audit trail).

  
  6. Choose the primary and/or child account(s) to include in the export request (only primary account admins will have this option).

  
  7. When finished, click "Submit."

  

   

  8. After ~ 60-90 seconds, refresh your browser. If the "Status" of your export is "Queued" or "Processing," refresh your browser intermittently until the status changes to "Complete." (note: large files may take several minutes to process)

  
  9. When the export is complete, click "Download." Once successfully downloaded to your device, open the .zip file.

   

  10. The .zip file should contain individual PDF files for each document delivered within the date range and from the account(s) you specified. All files follow the same naming structure: 
  
  *Envelope Name - Document Name - (Completed Document ID #)*

  To view your completed documents in chronological order, click "Date Modified" in your file explorer.

  

  Edited by Jackson Tyler Burke October 31, 2020 20:11