This bot creates a CSV file that contains information about the envelopes. The data in the CSV file is populated based on the filter criteria that are provided in the status field. There are four valid statuses: 1) sent 2) completed 3) action required 4) drafts
All additional details can be found in the readme file in the extracted zip folder.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- AAE v11.x
- Inputs: Mandatory input fields : APIurl, PrivateKeyFileName, IntegratorKey, UserID, Status, OutputFileNameOptional Input Fields : FromDate,ToDate. These provide the date range option for your filter criteria.