Exporting Signatories

It is possible to export all details related to the signatories in the system at any time into a CSV format file, including the entities they are attached to.

• Simply click on Signatories from the menu bar on the left
• Then click Export CSV from the top right options
• Then pick a location on your network to save the file

The file contains details of each signatory including:

• Which entities they are attached to (if applicable)
• Which group the entity belongs to (if applicable)
• Which entity it is synced from (if applicable)
• Signatory first name
• Signatory last name
• Any custom signatory fields
• Any attachments related to the signatory
• Attachment expiry date