The Include Envelope Data (XML) in the Envelopes Tab setting provides the ability to view and download an XML file of an envelope within the ENVELOPES tab.
This article covers the following topics:
Enabling this setting
This setting is available under the COMPANY and PERSONAL tabs. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
To enable this feature follow these steps:
1. Click on SETTINGS
2. From the left-hand available options, click on the Advanced tab and look for the Include Envelope Data (XML) in the Envelope Tab setting.
Include Envelope Data (XML) in the Envelope Tab has the following options:
- N: Hides the option to download an XML file for envelopes within the ENVELOPES tab.
- Y: Allows the option to download an XML file for all envelopes within the ENVELOPES tab.
How to download the included XML file
To download the included XML file, follow these steps:
1. Click on the Envelopes option fron the top navigation bar.
2. Look for the corresponding envelope, click on envelope expander to view the envelope data, and next, click on the green envelope icon to view the envelope actions. Select the more actions options.
3. To download the included XML file, click on the Envelope Data (XML) download icon.
Learn more about the Envelopes page, envelopes data and envelopes actions here.