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How to download your Document Index

Export the Document Index to Excel to get a list of the files and folders available to you.

Written by Pete Radwanski

As a user in a Data Room, you can download a full list of available files and folders to Excel.

How to download your Document Index

Step 1: Log in to the Ansarada Data Room

Step 2: Locate Document Index

  • On the left-hand menu, under View, select Document Index.

Step 3: Download index in excel

  • Click Actions, then Export to Excel.

FAQ

What is included in the Excel export?

The report includes the document number, document name, type, viewed status, file size (MB), extension, date, and a direct link to each file.

Why can't I see all of the files?

Only enabled files will be included when you export the Index from Excel, if you have an applicable role and can see the Manage Documents area, you can export the files here to see a full list.


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