Exporting your contacts from DocuSign and Authentisign enables you to back them up or import them into other applications. Follow the steps below to export your contacts from each platform.
Exporting Contacts from DocuSign
1. Log into Your DocuSign Account:
• Access your DocuSign eSignature account using your credentials.
2. Navigate to the Reports Section:
• Click on the Reports tab located in the main navigation menu.
3. Generate a Recipient Activity Report:
• Select Recipient Activity from the list of available reports.
• Set the desired date range for the report to include all relevant contacts.
• Click Run Report to generate the data.
4. Export the Report:
• Once the report is generated, click the Download button to export it as a CSV file.
• Save the CSV file to your computer for future use.
Note: This method exports a list of recipients you have interacted with over the specified period. For more detailed instructions, refer to DocuSign’s support article:
Exporting Contacts from Authentisign (TransactionDesk)
1. Log into TransactionDesk:
• Access your TransactionDesk account with your credentials.
2. Access the Contacts Section:
• Click on the Address Book icon located in the Tools tab.
3. Select Contacts to Export:
• Choose the contacts you wish to export by clicking the checkboxes next to their names.
• To select all contacts, click the checkbox at the top of the list.
4. Initiate Export:
• Click the Export button.
5. Save the Exported File:
• Choose a location on your computer to save the exported CSV file.
Note: The exported CSV file can be imported into other applications as needed. For a detailed guide, consult the following resource:
By following these steps, you can successfully export your contacts from both DocuSign and Authentisign, ensuring you have backups or the ability to import them into other platforms.