Export Information from the Company Level Documents Tool

Objective

To export a list of a folder's contents to the CSV or PDF file format from the Documents tool.

Things to Consider

  • Required User Permissions:

    • 'Read Only' or higher permissions on the Documents tool.

Steps

Export a Folder's Contents to a PDF or CSV File

  1. Navigate to the Documents tool.

  2. Right-click on the folder you want to export a list of contents for.
    Note: You can also select or hover over the folder to reveal a list of actions.

  3. Click icon-export.png Export.

  4. Choose whether you want to export the information as a PDF or CSV file.

  5. Click Export.
    Note: The file will begin downloading to your computer. The following fields appear on the exported file:

    • Name

    • Uploaded/Created By

    • Uploaded/Created On

    • Version Number

    • Version Comments

    • Link To (link to file in Procore)

Export a Filtered List of Documents to a PDF or CSV File

  1. Navigate to the Documents tool.

  2. Use the Search bar and Add Filters drop-down menu to filter documents.
    Note: You will be redirected to the Document Search page with a list of results.

  3. Click the Export drop-down menu.

  4. Click PDF or CSV to export your filtered list.
    Note: The file will begin downloading to your computer.

    • The following fields appear on the exported PDF:* Name (the PDF file will contain a link to the file in Procore)* Path* Uploaded/Created By* Uploaded/Created On* Download (with link to download file to your computer)

    • The following fields appear on the exported CSV:* Name* Path* Uploaded/Created By* Uploaded/Created On