Export a list of documents to Excel and create a report with key information and parameters
INFO: Watch our video tutorial at the bottom of this page.
Step 1: Add Criteria to your Search
- Go to "Search".
- Enter a term in the search field (optional).
- Add the different filters you need.
You can also open a Saved Search (see Save Searches).
Step 2: Export to Excel
Simply click the "Export to Excel" link.
The documents and their key information will be listed in an Excel file saved to your default browser's download folder.
⚠️ Limitation: You can't export a search to Excel when there are more than 50 results.