Access the list of files
Click here to read the full article: How to access the list of folders
Access the export function
- In the hierarchy list to the left, select the group from which you wish to export documents.
- Click the ‘Export’ icon
at the top right of your screen.
- You can:
- Export all: To export everything listed in the center of your screen (including subfolders and documents).
- Export selected: To export only what you have selected shown in the center of your screen (including subfolders and documents).
Format the table
When the download is complete, open the file with your usual spreadsheet program (usually Microsoft Excel) and follow the steps below:
- Click on 'Enable changes' to to format the table
- Click on the button at the top left of the sheet to automatically select all the cells
- Position the mouse between two columns: the cursor should appear as a black cross
- Double-click: the width of all columns is automatically adjusted
- Apply the formatting of your choice (borders, headers...)
Understanding the results
Each row of the table corresponds to a document. The columns indicate the contextual information of the document:
- A: name of the parent folder
- B: name of the document
- C: name of the source document (duplicated document)
- D: source master
- E: publication date of the source Master
- F: type
- G: author
- H: group
- I: author’s email
- J: creation date
- K: last modification date
- L: status
- M: closed by
- N: closed on
- O: archiving date
- P: whether the document is visible or archived
- Q: whether the document includes the “Draft” mention
- R: modified by (name)
- S: modified by (email)
- Columns T and beyond indicate the information entered in the merge fields of the form. For these columns, the header shows the help text of the corresponding merge field.
For more information on merge fields and forms, see the full articles: