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
- Start by filtering your archive to display the contracts of your choosing,
- Select metadata columns. The columns you choose in your Precisely archive will be the included columns in the exported .CSV file,
- 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.