Export Vendor Information - Notary, Client and Order Info

Tristin Himes -

There is no way to send a mass email to your vendors directly from Snapdocs but we do have a feature that allows you to download a CSV file of their information. You can export notary info, client customer info, orders, and client email addresses. These reports include each of the following pieces of information, each in its own column:

  • Vendor ID Number
  • Vendor Name
  • Company Name
  • First Name
  • Middle Initial
  • Last Name
  • Phone Number
  • Email Address
  • Address 1
  • Address 2
  • Address 3
  • Address 4
  • Address 5

Follow the steps below to download your desired report:

  1. Click Admin
  2. Click Accounting Tools
  3. In the left hand navigation you will be on the Export SpreadSheets tab. That's where you want to be.
  4. Set the dates you want. You will get the vendor info for vendors with whom you've worked during the time period of the dates you set.
  5. Choose the type of vendor information you want to download from the four options with the bubbles next to them. (ie: Export Notary Vendor Info)
  6. Click Generate Report.

A CSV file will be downloaded to your computer with the information. You can convert this CSV file to an excel file. 

  1. Click File and Save As on the CSV.
  2. You will see in the Format drop down menu that it is currently a CSV file. Click on the arrows to show the list of file types and choose your desired excel version.
  3. Click Save.
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