Availability: Team and Enterprise edition
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.
- Go to the folder you need export
- Click on Export CSV
- Save .csv file into PC
For opening the CSV file, we recommend to use MS Office (Excel), or Libre Office (Spreadsheet). In case you can’t open the file:
- Open Excel
- Choose Data tab and click From text/CSV
- Select the CSV export file from your PC
- Click on the Transform Data button
After transforming the data, Excel shows the metadata from Circularo. There is an automatic option for filtering or sorting documents.