Available on: Standard Finance Enterprise
Exporting visit data
Users can export visitor data from DocSend into a CSV spreadsheet by selecting the more options menu under each document. Choosing the export option will immediately begin downloading the document’s visitor data and will also be sent to the user’s email address to allow for download at a later time.
The CSV spreadsheet will include information about the visit and visitor such as:
- Created at
- Name
- Link name
- Link Owner
- Content version
- Account
- Downloaded at
Important: Member role users are only allowed to download and export visits from documents that are their own. Members attempting to export visits from a document that is not owned by them will have the option to export unavailable. Admin users have access to export visits from documents that are visible to them. See our help center on User Roles for more information. 