Add CSV/Excel Download Option to Order Detail Viewer in the Library
D
Documoto Admin
It would be extremely helpful to have the option to download Order Details as an Excel or CSV file directly from the Order, instead of only being able to download a PDF version.
Currently, CSV/Excel files are only available as attachments in Order Status notifications. This is useful for Order Status recipients, but it does not necessarily help other users who may be responsible for intaking, processing, auditing, or reviewing customer orders after they are placed without having to dig through emails to find the Order confirmation and grab the files from the email.
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Erin Steinmann
Hello Documoto Admin, thank you for submitting this feedback — it’s very helpful. We understand how having a CSV/Excel download option directly from the Order Detail viewer (instead of only PDF, or relying on Order Status email attachments) could make intake, processing, and auditing much easier for other users. Our team is reviewing this request and will follow up if we need any additional details.