Export

Exporting list of documents, users, questions and selected reports

Updated over a week ago

The special feature of exporting can be used for a more detailed and offline evaluation of the data room content and activity.

To start exporting, click the Export button. This option is available on each tab of the data room and generates the Excel spreadsheet that will be downloaded to your computer.

  • In the Documents tab, you can export the Project Index with the detailed list of files from the left panel in the Documents tab.

The Project index export will include the contents of the Recycle bin for full administrators.

  • In the Users tab, the option to export the list of users is given (all users or the selected group).

  • In the Q&A section, the option to export the detailed list of questions is given (all questions or the selected one).

  • In the Reports tab, the user may export any type of report with the necessary filters applied. The downloaded report will include the information displayed on the right side of the page according to the filters applied.

The feature is available to all users according to their access settings and permissions.

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