Visma Addo lets you store data from Overview manageably on your computer. You can download the entire overview, or sort in which transactions you want to save, such as groups, senders, recipients or time period.
This article explains what CSV files can be used for, how to set filters to get exactly the data you want, how to download a CSV file, what a CSV file contains and how to read and understand the file.
How to download a CSV-file
You can download a CSV-file of transactions sent from your account via the Overview page. In the bottom left corner, you are able to set the period from which you want to extract.
In the top row, you can also sort by, for example, group, or sender. When the file is downloaded, it will only contain the transactions that fall under your filtering. The CSV-file contains all data about the transactions (including data not immediately visible in the overview).
- Go to Overview
- Filter by the data you want to download. For example, group, sender, recipient, etc.
- Set the time period for when you want the data from and to. Visma Addo always sorts 30 days by default
- Click on Download CSV. Now the file is downloaded and opens by default as an Excel sheet or similar program.
The contents of a CSV-file
A CSV-File is gonna look something like this:
When you open a CSV file, you will get a sheet containing the following data (in order):
|Transaction-ID||The unique ID given to specifically this transaction in the overview.|
|Status:||Status of each signature. See this article. If there are multiple signers on the same transaction, this only applies to the individual signer and not to the entire transaction.|
|SigningReference:||The sender-chosen reference number/name.|
|Recepient:||The transaction receiver's Email address.|
|Receipt:||Yes / no whether a receipt is sent to the recipient.|
Time and date the transaction was sent
Note - if a field contains only symbols such as #### then this means that Excel cannot display all the data in the field as it is too small. To see the information, simply expand the field at the top of the column.
|TemplateUsed:||Which template is used|
|NotificationMethods:||How the signer receives notifications.|
|SigningMethod:||The chosen signing method.|
|AuthentificationMethod:||The chosen Authentification method|
|DistributionMethods:||How receipts / copies are sent to the Recipients of copy|
|DistributionType:||Whether or not the Recipients of copy receive the documents or a receipt.|
|LatestUpdateTime:||Latest time of update.|
|Cpr:||The Social Security number of the signer (optional)|
|Cvr:||The VAT number of the signer (optional)|
|RelatedTransactionCount:||How many others need to sign this transaction. Note: If it says 1 or more, there will be more transactions in the file with the same SigningID|
|SigningId:||Unique Signing ID made for this transaction. If there are multiple signers in the same transaction, they will all have the same Signing ID, but the transaction ID will be different for the recipients.|
|Credits:||This overview shows how many credits have been spent in total on this transaction, there are several associated points so you can see specifically which points in the transaction credits have been spent on, see this article for more information. The associated points are:
|SignignStatus:||Status of the overall transaction (not the individual signer) For more info, see this article.|
Says if the transaction is a safe file transfer, signing, form etc.
This point is only relevant for forms. It tells whether or not the link to a form is set to public or not.