Columns, Sorting, and Exporting Lists

Now that you know how to navigate and find your documents, it’s time to find out how to sort them, export the entire list, or filter it.

Using Columns and Sorting

1.Go to the Invoices category again

 


2.To sort your documents by different criteria, start by studying the columns above your document list.

3.Simply click on the categories that can be ordered, such as Issue Date, and an arrow will indicate if you’ve sorted them in a descending or ascending order.

4.Legal documents can be quite complex so, if you’re not satisfied with the number and type of display columns, just press the Columns button.


5.Add as many columns as you like. Note that the more complex your file area becomes, the longer the scroll bar at the bottom will travel.

6.If you just want to see the default columns, access the Columns menu again and press the Default button.

Exporting File Lists

1.Exporting your document list in an Excel file is incredibly easy. Just select your files, click Export and choose to export either all the columns you’ve added, or just the visible ones.


2.Yes, it’s that easy. Enjoy! Also, take note that exporting a file list is currently limited to 1000 entries. However, that limit can be easily overcome by just using filters.

 

Note: Sometimes, when clicking “Export Visible Columns”, the platform might yield additional columns in your file. That’s perfectly normal, as some columns in the web view are actually created by blending existing data. When exporting, that data will be shown in its original form.

 

Complete List of Column Options