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Export & Download Search/Filter Results
After you filter or search the contracts in the repository, you can export and download the results. CLM exports the results to Microsoft Excel ® and compresses each export to a ZIP file.
To export and download the filter or search results:
- On the side panel, click Dashboard.
- Search or filter the contracts in the contract repository. CLM displays results matching your search criteria.
- From the ellipsis menu, select Export to export the results.
- Specify the export criteria.
- Choose the type of export:
- To export contracts with related field information:
- Add the desired fields. In addition to other fields you select, CLM exports these fields as columns in the export file by default:
- File Path
- Click Export with Fields.
- Click Download Contracts. CLM downloads the file in XLSX format.
- To download the contract with related attachments:
- Click Export with Attachments.
- Click Download Attachments. CLM downloads attachments in DOCX format and downloads contracts in PDF format.
- To download the latest version of the contract template:
- Click Export with Documents.
- Click Download Documents. CLM downloads the documents in DOCX format.