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Exporting document lists to Microsoft Excel

Any list of documents displayed on Document Manager pages can be exported to Microsoft Excel. This includes AE homepages.


To export a list to Microsoft Excel
  1. Navigate to the Analyse Documents page, Find Documents page or a Documents tab.

  2. Click Export to Excel on the Tasks bar.
    Click Export to Excel

    either from the homepage (AE), the Audit Trail window or the Approvals > History tab. You are prompted to confirm the export to Microsoft Excel.

  3. Click Yes. The document list on the page is exported to a Microsoft Excel spreadsheet.

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