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Conga Support

Exporting Global Documents to Excel

The list of documents stored in your Global Documents screen can be exported to an Excel spreadsheet. You can customize the information that displays in the spreadsheet by managing the fields that display in the Global Documents screen. The available fields are Author, Current Expiration Date, Description, Document Type, Document Type Group, Effective Date, Revision, Uploaded On, Uploaded By, File Name, File Type, and File Size.

My Global Docs7

A

Navigation Toolbar

Click on My Place to display the menu, and then click on Global Documents to display your Global Documents browse screen.

B

Column display

  • Click on the arrow icon to the right of any column to display the Sort/Column menu.
  • Click on Columns to display a list of available fields, and then select the fields you want displayed by clicking in the check box to the left of the field.

Note: If you want to reorder the columns of information, click on a column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

C

Export to Excel button

Click to display a prompt that allows you to export the data in the screen to an Excel spreadsheet.

D

Export prompt

Based on the browser you are using, one of the following prompts will display:

  • Opening window (Firefox) - Click OK to open the file in Excel, or select the Save radio button to open a window that allows you to rename the file and navigate to the location on your PC where you want to save the file, and then click the OK button.
  • Open or Save bar (Internet Explorer) - Click on the Open button to open the file in Excel, or click the Save → Open Folder buttons to open a Download window that allows you to navigate to the location on your PC where you want to save the file.
  • Excel tab (Chrome) - Click on the tab to launch the Excel application and display the contents of the Global Documents screen in a spreadsheet.