Updated Oct 2026

View and export signed consents

See everyone who has signed your Permission to Contact (PTC) form. Check who’s still active, record it when someone asks you to stop, and export the full signed history as a CSV.

This page works on every plan. It never locks, even if your plan doesn’t include Permission to Contact.

Steps

1. Open PTC Consents

Select PTC Consents in the sidebar. The page is called Permission to Contact consents. The Form settings link near the title opens your form’s settings.

A line under the title counts the people on file, for example “3 people with a signed permission on file.”

2. Read the list

Each row is one person, not one signature. The list shows 25 people at a time. Use Prev and Next to see more. On a phone, each person is a card instead of a row.

The table shows:

Signatures: select Show signatures (N) to open that person’s history under the row. Select Hide signatures (N) to close it.
Name: their first and last name. Their mailing address shows under it, if they gave one.
Email / Phone: shown only for the ways they chose to be contacted. The phone number says Mobile or Landline. If they didn’t give phone consent, it also says Do not call or text (no TCPA consent).
Brand: which of your brands’ links they used. A dash means the link had no brand.
Status: Active, Expired or Revoked.
Expires: the date their current permission runs out.
Allowed channels: the ways they agreed to be contacted, such as phone, text, email or mail. Phone and text only show if they also gave phone consent.
Actions: the Revoke button. It goes away once everything they signed is revoked.

A signed permission lasts 12 months from the date it was signed. Then its status changes to Expired, and the person needs to sign again before you rely on it.

Look at Status before you reach out. Allowed channels still lists their choices after the permission expires.

3. Open a person’s history

Select Show signatures (N) on a row. You see every signature that person has given, newest first. Each one shows its signed date, status, expiry date, channels and coverage. A revoked one also shows the date they asked, how they asked, and when you recorded it.

Coverage shows short codes. Here’s what they mean:

Code	Coverage
`ma`	Medicare Advantage (no drug coverage)
`mapd`	Medicare Advantage with prescription drug coverage
`pdp`	Standalone Medicare prescription drug plan
`medsupp`	Medicare Supplement (Medigap)
`ancillary`	Dental, vision, hearing

4. Choose which brands you see

If you have more than one brand, the list shows the brand picked in the brand switcher at the top of the app. Switch brands there, and the list follows. To see every brand at once, select All brands above the list. Select This brand to go back.

With only one brand, there’s no toggle. You always see everything.

Signatures from a link with no brand only show under All brands.

Viewing one brand filters each person’s history, too. You only see that brand’s signatures, not everything they’ve ever signed. An amber note above the list, and inside each open history, reminds you of this.

5. Search by name

Type a first name or a last name into Search by name. Part of a name works. Don’t type both names together. “Smith” finds Mary Smith, but “Mary Smith” finds no one.

6. Record a revocation

When someone tells you to stop contacting them, select Revoke on their row. On a phone, select Revoke permission on their card.

Set Date they asked. It starts on today’s date. Change it if they asked earlier. It can’t be a future date. The app goes by your own device’s date.
Under How they asked, choose In person, Phone call, Text (STOP), Email, Mail or Other.
Select Revoke permission.

Here’s what happens next:

The person is revoked on every brand, not only the one you’re viewing. So while you’re viewing one brand, you may still see Revoke for someone already revoked there. They may still be Active under another brand.
Their email and phone change to Do not contact — revoked {date}. Their address is hidden. Their allowed channels become None.
Their signed records are kept. The history shows when they asked, how, and when you recorded it. The CSV export has the same three things, in the revoked_on, revocation_method and revocation_recorded_at columns.
A permission they signed later on the day they asked is revoked too. One signed after that day stays Active. Then you’ll see “Revoked. A permission signed {date} is still active.”
Otherwise you’ll see “Revoked. {Name} now shows as Do not contact.”
If the same person is on more than one row, revoke each one. This can happen if they gave an email one time and only a phone number another time.
There’s no undo. If they want to hear from you again, they sign the form again. That new permission is Active, with its own signed date.

Recording it here doesn’t stop outreach you run somewhere else, like your phone’s contacts or another CRM. Stop it there too.

7. Export the full signed history

Select Export full signed history (CSV) to download a CSV file of every signature. While the file is being made, the button reads Exporting….

The export has one row per signature, not one per person. So expect more rows than the number of people on the page. Someone who renewed has a row for each time they signed.

While you’re viewing one brand, the file only has that brand’s signatures. The file has no brand column, so choose All brands first if you want everything.

If something goes wrong

“Could not load your Permission to Contact consents.”: The page couldn’t load your list. Refresh the page, or try again in a moment.

“Could not export your consents. Check your connection and try again.”: The file didn’t download. Check your internet connection and select Export full signed history (CSV) again.

“Nothing to revoke on or before that date: those permissions are already revoked, or were signed after it.”: Every permission this person signed on or before that date is already revoked. Or they signed after it. Check the date, or open their history to see what’s on file.

If the list is empty

If no one has signed yet, you see “No signed permissions yet. Share your Permission to Contact link to start collecting them.”
If no one has signed under the brand you’re viewing, you see “No signed permissions under {Brand} yet. Share its Permission to Contact link to start collecting them, or choose All brands.”
If your search doesn’t match anyone, you see “No consents match your filters.”