Export document metadata to CSV

In the Grid view and the Undocked Document List, you can export metadata and their values for the currently visible metadata columns. The export includes metadata from all documents across all pages, regardless of search queries or column filters. The export does not include the document identifier or coding form fields.

To export document metadata to CSV, complete the following procedure.

1. In the Main Menu, select Inspect.

2. To switch between List view, Grid view, and the Undocked Document List, do one of the following:

   • To view Grid view, at the top of the Document List, select Grid.

   • To view the Undocked Document List, follow these steps:

     1. Select a row to view any document.

     2. Click New Frame to undock the viewer. A new tab opens in your browser.

     3. Select the previous tab in your browser to view the Undocked Document List.

3. Determine which columns appear in the Grid view or Undocked Document List. Refer to Modify Document List in Grid View for more information.

4. Click Export Fields to CSV .

5. When the CSV file appears, select it to view.

   • The CSV file name follows this format: ExportCSV-YYYY-MM-DD-HH-MM-SS.csv.

   • The exported CSV structure matches the column order displayed in the Document Grid.