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Exporting data

Exporting Document Data to a Spreadsheet

When you generate a list of documents in Tracker, such as the contracts associated with the matters for which you are a lead, you can save that list and detailed information about the documents in a .csv file.
The extension .csv stands for comma-separated values. This is a common file format that can be read by spreadsheet programs such as Microsoft Excel.
  1. Click
    Library
    in the left navigation.
  2. Create
    Custom Document List
     in the view selector, and then click
    Change View
    .
  3. Select the criteria for the documents you want to view, and then click
    Search
    .
  4. On the
    Actions
    menu, click
    Export CSV
    .
  5. Follow your browser's instructions to save or open the search results file.

This article applies to:

  • Product: Legal Tracker
  • Subject: Export
  • Audiences: Company