How to Write a Row to a CSV Spreadsheet when an event happens:<\/h2>\n\n- Ensure there is a blank spreadsheet created for the data to flow into. Name it something like “DOCNAME Signatures” where Doc Name is the doc that will get signed.<\/li>\n
- Then on the doc being signed, in the blue box, select “Write CSV Row”<\/li>\n
- Choose the CSV you just created<\/li>\n
- Click Save on your doc, SKU, etc.<\/li>\n<\/ol>\nMoving forward, each time that specific doc is signed, you’ll have a row of info – the name, phone (if entered), email (if entered), address (if entered). Later we’ll add support for custom fields – this is designed to be a summary, not a complete record of every single field if you have complex docs.<\/div>\n<\/div>\nIn more detail:<\/div>\n1. Creat a spreadsheet on the main drive here….<\/div>\n
![\"Write](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2021\/03\/write-to-spreadsheet.png\")
<\/div>\n<\/div>\nNext, on your e-Sign doc, click the blue box options…<\/div>\nClick the + symbol…<\/div>\n![\"eSign](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2021\/03\/esign-doc-options.png\")
<\/div>\nSelect “Write Data as a Row to Spreadsheet”<\/div>\n![\"Write](\"http:\/\/swiftcloud.ai\/supportwebadmin\/wp-content\/uploads\/2021\/03\/write-csv-row.jpg\")
<\/div>\n<\/div>\nClick Save on your Doc, SKU (Item you sell), Scheduler, etc. and you’re done.<\/div>\nAs people esign, buy, schedule appointments, etc – it’ll write a row, along with date and time.<\/div>\n<\/div>\nNOTE: this will not replace any other blue-box options, you can add multiple things together i.e. still get an email if needed, post to remote APIs, etc.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"A common request is to see a list of people who signed a doc. This system actually works with any of our systems – E-Signature, e-Commerce \/ Shop \/ Store, lead capture, event scheduler, etc – the same system applies. …<\/p>\n
Write Event to CSV Spreadsheet<\/span> Read More »<\/a><\/p>\n
Moving forward, each time that specific doc is signed, you’ll have a row of info – the name, phone (if entered), email (if entered), address (if entered). Later we’ll add support for custom fields – this is designed to be a summary, not a complete record of every single field if you have complex docs.<\/div>\n
<\/div>\n
In more detail:<\/div>\n
1. Creat a spreadsheet on the main drive here….<\/div>\n<\/div>\n
<\/div>\n<\/div>\n
Next, on your e-Sign doc, click the blue box options…<\/div>\n
Click the + symbol…<\/div>\n<\/div>\n
<\/div>\nSelect “Write Data as a Row to Spreadsheet”<\/div>\n<\/div>\n
<\/div>\n<\/div>\n
Click Save on your Doc, SKU (Item you sell), Scheduler, etc. and you’re done.<\/div>\n
As people esign, buy, schedule appointments, etc – it’ll write a row, along with date and time.<\/div>\n
<\/div>\n
NOTE: this will not replace any other blue-box options, you can add multiple things together i.e. still get an email if needed, post to remote APIs, etc.<\/div>\n
<\/div>\n","protected":false},"excerpt":{"rendered":"
A common request is to see a list of people who signed a doc. This system actually works with any of our systems – E-Signature, e-Commerce \/ Shop \/ Store, lead capture, event scheduler, etc – the same system applies. …<\/p>\n
Write Event to CSV Spreadsheet<\/span> Read More »<\/a><\/p>\n