Find and export records
Start with a narrow search, then add filters if you need them. Exports should have a clear purpose and an organized destination so the file is useful after it leaves the dashboard.
4 MIN READ
Find the right signed waiver
Search participant details and use filters without losing the record you need.
5 MIN READ
Export waiver data and signed PDFs
Choose the right export, review the selection and keep a usable archive.
Before you start
- Have a name, email or phone number to search.
- Check the active segment and date filters.
- Choose CSV data or signed PDFs for the task.
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