Exporting Envelopes List to CSV or Excel

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Exporting your Envelopes List maybe helpful for allowing you to share a hard copy or electronic copy of your Envelopes list with others. 

  1. Click on the People view and select “Givers”mode.
  2. From within the Givers mode, click the“Download” option and then select your desired file type (CSV or Excel). Your envelopes list will automatically generate and download.
  3. Click on the file name to open your list of envelopes.

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