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Export All Document Types

Content

  • Pre-conditions
  • Steps

Pre-conditions

  • System Level Permission: 'System Administration'

Steps

  1. Open the dashboard.
  2. Select Admin panel from the menu bar in the top right corner.
  3. Switch to the Document Types tab.
  4. (Optional) Configure the shown/hidden table columns and their order.
    1. To reorder a column, drag it to its new position.
    2. To show/hide a column:
      1. Click on ...
      2. Click Displayed fields.
      3. (Un)tick fields.
  5. Click Export Table.

Screenshot 2025-07-24 at 6.04.11 pm