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Exporting Documents

Once you've found the documents you need using search and filters, you can export their data as a CSV file.

Quick export​

  1. Set up your search - Export uses whatever search/filter criteria are currently active, so make sure it reflects the documents you want to include.
  2. Click Export next to the search bar.
  3. Choose one of your saved Export Presets from the Quick Export list.
  4. The exported file opens automatically in a new browser tab, ready to save.
note

The Export button is disabled until you've selected at least one Document Type in your search - the platform needs to know which fields to export.

If you haven't created any Export Presets yet, the Export menu will only show a link to Manage Export Presets, which takes you to the preset editor described below.

Managing your export presets​

Click Manage Export Presets from the Export menu (or navigate to Export Presets directly) to view, create, edit, or delete your saved presets. See Export Presets for how to build one.