- Select the Workflow from which you want to export the document data by clicking the Workflow tab on the upper left side of the platform and make your selection.
- Select the category within your Workflow from which you want to export data by clicking the All Categories drop-down menu located below the Production tab and making your selection.
- Then select the documents you want to export data from by clicking the Checkboxes next to the respective document names.
- Finally, click the Download button on the bottom and choose your desired export format.
Want to automate your import/export process? Here's how: