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Export Document to XLSX

Contents

  • Overview
  • Pre-conditions
  • Steps
  • Notes

Overview

Exporting a document version to XLSX provides a spreadsheet containing the following columns:

  • Document ID;
  • Document Title;
  • Section;
  • Paragraph link;
  • Paragraph ID;
  • Paragraph numbering;
  • Paragraph content;
  • Data connections;
  • Paragraph tags;

Pre-conditions

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

Steps

  1. Click File from the menubar.
  2. Select Export to XLSX.
  3. Choose document version (the current version is set by default).
  4. (Optional): Tick the box for the Include paragraphs with data connections only.
  5. Click Export.

Notes

  • The file is not archived and available for subsequent downloads.