Export document details and revisions

You can export document details and revisions to an Excel file:

  1. Click Files in the toolbar.
  2. Click on a documents folder , or a binder in the tool menu.
  3. Click the ellipsis button and click Export to .xls in the context menu.
    The Export to .xls window appears.
  4. Select the options you want to export:
    • Document details
    • Revisions
    • Meta data
    • Workflows
    • Active workflow tasks
    • Finished workflow tasks
  5. If applicable, select Download subfolders as well.
  6. Click Download.
    An Excel file including the selected options is saved to your download folder.
  7. Click Cancel to close the Export to .xls window.
Note: If you export a complete project, or folders including subfolders, you will receive the Excel file by email.