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How to Export Data

Written by Alex Hom
Updated today

Document information can be exported from Document Tables in a .xlxs format. Users can select specific Documents or export all items from the current view. The file will contain columns that match the view. Job and Task Documents can be exported.

  • Maximum rows: 100,000


Exporting

  1. Click on the Export button

  2. Select an option

    1. Only Selected

      1. Rows must be selected to display this option

    2. All Rows

  3. Save As dialog

    1. Default filename: export

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