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Exporting Documents in a View to a CSV File
From any folder view, search results or other FileHold view, you can export the columns and associated values to a CSV file. The CSV file contains information from the entire folder list columns except for the icons associated with the documents (i.e. favorites and permissions).
You can customize the view in order to export the data that you want. To customize your view, see Personal View Preferences. You can also perform an Advanced Search to achieve the data results you want to export.
To export folder contents to a CSV file
- Open a folder or do a search to create a list of files to export.
- Right-click in the column names header and select Export Grids to CSV.
- Enter a name for the CSV file and select a location to save the document.
- Click Save.
- You can now open the document in a spreadsheet.