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Documents - Export documents and document data

Export documents and document data

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

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

Export entire account (Account administrator only)

  1. Go to Admin > Data management
  2. Click on Export account.
  3. Tick/untick the data you wish to export and click Request export.

The system will send files to your registered email address containing all PDFs of your documents and an Excel containing more details.

INFORAMTION
To be able to export documents and data, you need to have the right role permissions.

Export per workspace (workspace role-based)

  1. Choose workspace > Go to Documents.
  2. Filter out the document you wish to extract data from (optional).
  3. Scroll down to the page bottom > Click on Export button.
  4. Tick/untick the data you wish to export > Request export.

The system will send files to your registered email address containing all PDFs of your documents and an Excel containing more details.

Export from folders (workspace role-based)

  1. Go to Documents > Choose on a folder.
  2. Filter out the document you wish to extract data from (Optional).
  3. Scroll down to the page bottom > Click on Export button.
  4. Tick/untick the data you wish to export > Request export.

The system will send files to your registered email address containing all PDFs of your documents and an Excel containing more details.

Export from global search (all your workspaces)

  1. Go to Global search.
  2. Filter out the document you wish to extract data from (Optional).
  3. Scroll down to the page bottom > Click on Export button.
  4. Tick/untick the data you wish to export > Request export.

The system will send files to your registered email address containing all PDFs of your documents and an Excel containing more details.

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