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Export Document Properties

You can export the properties of one or more documents to a file in either comma separated values (CSV) or Microsoft Excel (XLSX) format. To export the documents themselves, see Download a Document.

To export document data:

  1. Find the documents for which you want to export their properties as described in Find Items.

  2. Select the row of each document that you want to export.

    A check mark icon A blue circle with a white check mark in its center. appears in the left-most column of a row when it is selected.

  3. In the toolbar, click A blue piece of paper with a right arrow on it. Export and then select the file type that you want to download.

    A dialog box opens, asking you to confirm your choice.

  4. Click Export CSV or Export XLSX.

    The file downloads to your browser where you can work with it in any application that is compatible with the file type.