Export Information from the Document Management Tool

Objective

To export information from the project's Document Management tool.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions to the project's Document Management tool.
    Note: You can only see documents that you have access to. How do permissions work in the Document Management tool?
• Additional Information:
  • You can export from any tab in the Document Management tool and the export will respect applied filters and table settings. 
  • Exports are limited to 10,000 documents at one time. 

Steps

1. Navigate to the project's Document Management tool.
2. Click the tab that you want to export information from.
3. By default, the export will include all information that exists on the tab. If you want to narrow down what's included in the export, the following actions are available:
   • Use the search and filter options to find specific documents. See Search for and Filter Documents in the Document Management Tool.
   • Make adjustments to the table settings and columns if necessary. See Configure Your View in the Document Management Tool.
   • If you only want to select a few documents for the export, mark the tickbox next to each document you want to include. 
4. Click the Export menu and select CSV. 
   A CSV file will download to your computer. 

See Also

• View Documents in the Document Management Tool
• Download Documents from the Document Management Tool
• Search for and Filter Documents in the Document Management Tool