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How do I export a view in Vault?
How do I export a view in Vault?
Lincoln avatar
Written by Lincoln
Updated over 3 weeks ago

Brief Description

Exporting a view in Vault allows users to save and share specific sets of data or document lists in a format that can be used outside the system, such as in spreadsheets or reports. This enables easy analysis, collaboration, and offline access.

Role

This article is relevant for all registered users.

Instructions

Go to Vault.

Click the view’s kebab menu and select Export View.

You have 2 options to export the view:

  1. Select all keyterms - when the document list is exported, all available keyterms will also be exported.

  2. Select specific keyterms - you can select specific keyterms to export.

To proceed, click Export. The list will be downloaded in CSV format.

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