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      Export Document Table View

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      The Document Table, which contains system and custom metadata information about your documents returned in the document search, can be exported in a CSV format.*

      This can help you with your internal and external auditing capabilities, as well as auditing and reviewing.

      You can also use collections (set of documents that match a specified criteria) that have been shared to you or that you've created to help fetch a desired set of documents that you can export on a regular basis for your planning of what documents you and your team should prioritize.

      Pre-conditions

      • System Level Permission: 'Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'

      Steps

      1. Switch to the Table view.
      2. (Optional) Adjust columns:
        1. Select how many documents display on page.
        2. Adjust columns shown and their order:
          1. For columns shown:
            1. Configure them by clicking on the ... button on top of the table.
            2. Clicking Table columns.
            3. Ticking and/or unticking columns.
          2. For column order:
            1. Either click and drag a column left or right.
            2. Or click ... next to column name and click Pin left or Pin right.
      3. Click Export table.

      Notes

      • Only the current page of documents is exported.
      • Name of the: Documents - November 25, 2021 at 10-20
      • The exported state will contain the state that the user configured and sees on the platform. It will have the same columns and there order.
      • We use “;“ as a delimiter in CSV file.
      • The export is not archived in the Notification Centre (bell icon).