Access to the master
Click here for the full article: How do I access a master?
Access the export function
Next to the master you want, click on the icon 'Export the documents created from the master...'
On the new page that appears, apply the filters of your choice, then click on 'Export the list of documents': the list will be downloaded to your browser in .xlsx format.
Formatting the table
At the end of the download, open the file with your usual spreadsheet program (usually Microsoft Excel), then follow the steps below:
- Click on 'Enable modifications' 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, etc.)
Understanding the result
Each line of the table corresponds to a document. Columns A to I show the contextual information for the document: name of the parent folder (A), name of the document (B), source master (C), author (D), author's e-mail address (E), creation date (F), last modification date (G), whether the document is visible or archived (I) and the archiving date (H).
If the 'Draft' box has been ticked in the filter, the 'Draft' column appears in column J. This column indicates whether the documents have been finalized (Draft is displayed in the PDF export if the document contains XX).
Columns K and following indicate the information entered in the form's merge fields. These columns are headed by the merge field code.
If the 'Draft' column is not present, the information relating to the merge fields is displayed from column J.