Export Options

Export Options

Export options are currently centered on topsheet CSV export.

CSV Export

Export an envelope topsheet to CSV:

1. Go to the envelope

2. Open View Topsheet

3. Click Export CSV

The export includes current filtered rows and a totals row.

Google Sheets / Dropbox

• Use envelope Sync Settings for automatic external sync

• Google Sheets stores row data

• Dropbox stores receipt image backups

Not in Current UI Export

The following exports are not currently exposed as one-click downloads in the main UI:

• PDF topsheet export

• ZIP image export

• One-click full-project export