Manage form data

Transcript

Let’s take a look at how you consolidate data to view from a single source. While we’ll be looking at exporting form data for webforms and bulk send, keep in mind that you can export for all types of agreements, and can do this from the reports page as well, as long as it’s been enabled. For instance, let’s look at this agreement before looking at webforms and bulk sends. We can download the form field data for this agreement, and can then open in Excel, where it will show us the detail of the transaction. Here we see where a value entered in the field that was captured in the export. While my field is represented in the header as custom field 3, when creating the document, we would have given the field a specific name that would make it easy for understanding the data in a view such as this one. We also see the completed date, email address of the participant, and their role. So now that we’ve looked at exporting form field data for an individual agreement, let’s look at exporting data in bulk that may have been captured on something like a webform or a bulk send. In the webform section, we see that we have additional actions available to us, such as opening the webform or editing it. We can also disable, download the form field data, and can see the varying participants who have participated with the webform so far. We see how many times the webform has been completed, or how many are still in progress. Next, let’s download the form field data for our checking application. This will allow me to view the data in Excel, which includes four unique rows of data. That tells us varying details of who have interacted with this webform, and the form field data that’s been captured by these participants. We see email address, first and last name, company, and can also see each participant’s unique phone number that was entered into this form. Imagine viewing one PDF at a time for this information. Having the ability to export in this fashion makes it extremely easy to view and understand the data in a consolidated report. We can also export form field data for our bulk sends, which doing so will offer us a consolidated report to view the data that’s been captured on your agreements that have been sent in bulk, similar to what we went over for webforms. An example I like to use here is sending out agreements using bulk send to capture the t-shirt size of each person on your team of 20. Instead of viewing each PDF one at a time to get t-shirt size for each team member when completed, exporting the form field data for this bulk send will make it easy and seamless to view in a consolidated report.