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Exporting to CSV

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.

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