To enable activities such as reporting outside of Precisely, you are able to export a list of contract metadata in your archive as a .CSV file.

Exporting contract metadata as a .CSV file

To export a .CSV file, simply

  1. Start by filtering your archive to display the contracts of your choosing,

  2. Select metadata columns. The columns you choose in your Precisely archive will be the included columns in the exported .CSV file,

  3. Click the Export button.

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

Note: Exporting a list of contract metadata as a .CSV file is only available to Managers and Admins.

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