Elevator can export sets of documents to the standard CSV format. Each CSV file can only contain documents from a single template.
To export your documents to a CSV, begin by conducting a search for the set of records you wish to export. Then select “export to CSV” from the Admin menu. The SearchId field will automatically populate with a link to the search you just conducted. Select the template you wish to export and click the export button.
Elevator can only export 10,000 records to a CSV. If you need a larger export, please contact us.
Please note – Microsoft Excel can struggle when opening CSV files with large blocks of formatted text. If you encounter problems, considering using a tool like Apple Numbers or Google Sheets.