Export documents and document data
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What information can I see in a excel export?
When you export document data from Oneflow, you'll receive a folder that includes:
- Folders for each of your workspaces
- An Excel file with detailed information about your documents
- PDF copies of your documents.
Export limits for PDF documents and attachments
When exporting documents, the available output depends on whether PDF documents and attachments is selected in the export request.
Without PDF contracts and attachments selected With PDF contracts and attachments selected |
By allowing exports without PDFs and attachments, it is now possible to generate larger Excel files in one go. This improves performance and simplifies data handling, especially for users who only need the Excel data.
If PDFs and attachments are required, they can still be included by selecting the option, with an adjusted limit to ensure a smooth export process.
Explore the tabs in your Excel file
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This export is a great way to get a full picture of your document activity in just one place.
Export entire account
| INFORAMTION To be able to export documents and data, you need to have the right account permissions |
- Go to Admin > Data management.
- Click on Export account.
- Tick/untick the data you wish to export and click Request export.
The system will send files to your registered email address containing all information.
Export within a workspace
In order to export data within a workspace you will need to have the right workspace permissions
- Select workspace > Go to Documents.
- Filter out the document you wish to extract data from (optional).
- Click on Export button in the top right corner.
- Tick/untick the data you wish to export > Click Request export.
The system will send files to your registered email address containing all information.
Export from folders
In order to export data within a workspace you will need to have the right workspace permissions
- Select a workspace > Go to Documents > Select a folder.
- Filter out the document you wish to extract data from (Optional).
- Click on Export button in the top right corner.
- Tick/untick the data you wish to export > Click Request export.
The system will send files to your registered email address containing all information.
Export from global search
export from global search lets you export data from all workspace you have access to.
- Go to Global search.
- Filter out the document you wish to extract data from (Optional).
- Click on Export button in the top right corner.
- Tick/untick the data you wish to export > Click Request export.
The system will send files to your registered email address containing all information.
Export user information and access (admin only)
- Click Admin > Users.
- Scroll down to the bottom of the page > click on the Export button.
- Click Request export.
The system will send an Excel containing more details.
| INFORMATION When an export is performed, it will be visible in the audit log with information which user has performed the event. |
Export from AI Insight
- Go to documents > click on tab AI Insight
- Scroll down to the bottom of the page > click on the Export button.
- Click Request export.
The system will download an Excel containing more details.
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