CSV Export

Availability: Business and Enterprise

The Export CSV functionality allows users to export document metadata. When used, it will export all documents from the currently selected folder. If a document does not have a specific metadata column available, the column will be left blank in the export.

  1. Go to the folder you need export
  2. Click on Export CSV
  3. Save .csv file into PC
CSV Export
CSV Export

Open CSV

For opening the CSV file, we recommend to use MS Office (Excel), or Libre Office (Spreadsheet). In case you can’t open the file:

MS Office:

  • Open Excel
  • Choose Data tab and click From text/CSV
New Excel
New Excel
  • Select the CSV export file from your PC
  • Click on the Transform Data button
From text
From text

After transforming the data, Excel shows the metadata from Circularo. There is an automatic option for filtering or sorting documents.

Transform data
Transform data

 

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