How do I export a list of contract metadata?

Learn how to download a list of contract metadata from your archive as a .CSV file

To enable activities such as reporting outside of Precisely, admins and managers are able to export a list of contract metadata in the archive as a .CSV file.

Exporting contract metadata as a .CSV file

To export a .CSV file, simply

  1. Start by filtering your archive - choose a previously set up custom filter or create a new one.

  2. Click the Export button.

An email containing a download link will be sent to the email address connected to your Precisely account shortly.

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💡 PRO TIP: Exporting the list of contracts from a specific folder

If you'd like to have a list of all contracts from a specific folder, it is still necessary to apply a filter and therefore enable the "export" button. In order to do that, you should

  • open the folder you need
  • set the filter that will include all contracts in that folder (e.g. "last modified" on or after a certain year - don't worry, you can select all the way to 1972 - we hope that's enough!)
  • since the filter is applied, the export button will be enabled and you can click to receive the list directly on your email!

Can I export directly to Microsoft Excel or Google Sheets?

The exports from Precisely can be done directly only in .csv (comma-separated values) format.
However, if you'd like to have the list in a more organized space, you can simply import a .csv file in your system - such as Microsoft Excel or Google Sheets. This usually take a few simple clicks, in most cases by clicking "import" and choosing "comma" as a separation (meaning, each element after a comma will be in a new column cell).