Exporting envelopes

You can export envelopes in an XML file. You can also export envelopes that are the work in progress status with one tenant and import the envelopes with another for rework and deployment.

About this task

To export one or more envelopes, refer to the following procedure.
Note: For optimal performance, you can export up to 2000 envelopes in a single export job.

Procedure

  1. From the side navigation menu, select Transformations > Envelopes.
  2. For envelopes that you want to export, select the corresponding check boxes.
  3. Click Export.
  4. On the Export envelope modal, choose an environment from which you want to export the envelope configurations.
  5. Click Export.
    This action submits a job in your work queue for exporting.
  6. From the side navigation menu, select Bulk import and job statuses.
    The listing page now displays an export job in your work queue. If the work queue is not updated, click Refresh.
  7. Click Download to begin exporting the envelopes.
  8. On the Download export assets modal, select if you want to export the envelopes. In this case, select only the Export file checkbox.
  9. Optional: If you also want to create a report for the export job in your work queue, select the Report checkbox.
  10. Click Export.
    Your selected envelopes are now exported into an XML file.

What to do next

You might want to import envelopes that you previously exported. For more information, see Importing envelopes in bulk.