Quick Start - Exporting Search Results

Creating an Export:

When using ThoughtTrace, you can quickly and easily export the contents of your current search. After you have crafted your search, select one or many documents from your results and select 'Export'.

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If you want to include all search results and not only the results on the current page, make sure you select 'Select all results for current query'.

Your export will begin and you will receive an email with a link to download it once it is completed.

Columns included in the export by default:

  • Document ID
  • Document Name
  • Document Type
  • Security Labels
  • Tags
  • Document URL
  • Created By
  • Created On
  • Archived By
  • Archived On

Modifying Export Columns:

If there is the information needed for an export that is not included in the search query, it can be added with the Grid Column Manager to be included in the export. The export will include all of the columns visible in the search results, but the export will show the columns in a default ordering of Document Properties -> Single-Field Facts -> Multi-Field Facts -> Thoughts. 

 

Export Delivery:

After initiating an export, an email will be sent with a link to download the exported information. The download will include a .zip file with one Excel file per 100,000 lines of document info exported. Large exports may take some time to be delivered and in the case of a failure, an email will be sent with instructions to contact ThoughtTrace Support.

Note: There is a 72 hour window until an Export link expires and will not download.

 

 

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