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

  1. Go to "Search".
  2. Enter a term in the search field (optional).
  3. 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.

Video Tutorial