6. Export Document Summary

Docs allows you to export a summary of project documents.

This report helps teams track uploaded files, revisions, and document activity.


In this article

Export summary

To export a document summary:

  1. Open Docs.
  2. Click Export Summary.
  3. Select the export settings.
  4. Click Export.

The system will generate a report based on your selections.

Export options

You can choose which information to include in the report, such as:

  • Folder
  • File name
  • Version
  • Uploaded by
  • Upload date
  • Revision date
  • File size
  • Tags

Export formats

Docs supports Excel (.xlsx) — best for sorting and auditing