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Export contracts and contract data

If you wish to dig deeper into your Oneflow statistics, you can export your contract data in the following ways:

  • Export the entire account
  • Export within a workspace
  • Export through Global Search (all your workspaces)

Export entire account (admin only)

To export the entire account:

  1. Go to Admin > Account > Data management
  2. Click Export account.
  3. In the pop-up box that appears, tick or untick the data you wish to include and click Request export.
    The system will send files to your registered email address containing all PDFs of your contracts and an Excel document containing more details.

Export per workspace (role-based)

To export contracts within your workspace:

  1. Go to Contracts in the workspace. 
  2. Filter out the contracts you wish to extract data from.
  3. Head down to the page bottom and click the Export button.
  4. In the pop-up box that appears, click Request export.

    Oneflow will send an e-mail containing the filtered files and an Excel document with more detail.


Export from global search (all your workspaces)

To export contracts from all the workspaces you have access to:

  1. Go to your Global search
  2. Filter out the contracts you wish to extract data from.
  3. Head down to the page bottom and click the Export button

     



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