Introduction to the Repository Table
      Back to home
      2. Repository
      3. Introduction to the Repository Table

      Export to CSV

      How to export Repository data to CSV

      Export key information about your signed contracts such as clause data and calendar event data into a single CSV spreadsheet, directly from the Summize Repository.

      To Export to CSV, follow these simple steps:

      Selecting your Contracts

      1. Navigate to the Repository Table view. 
      2. You can either export data from a selection of contracts, or export data from all contracts in your Repository. 
      3. If you'd rather export information about all your signed contracts (instead  of a select list), simply click the "Export to CSV" button at the top right hand of the page (no need to select contracts first).



      4. If you'd rather export information from a selection of contracts, first locate the contracts you want to export data from in the table. Use the table filters to help you find the contracts you want to export.
      5. Select each contract by clicking on the checkbox on the left side of the row.
      6. Click on the ‘Export selected to CSV’ button that has appeared above the table to the right.
      7. In either scenario, once you have clicked the button, you will see the following pop-up, where you can select the type of export you'd like:
      8. Once you have made the appropriate select, click 'Export & send CSV'. Wait a few moments for your Excel file to be emailed to your inbox. Depending on the size of your Repository, this could take a few minutes.
      9. The email will include a download button, as shown below. When clicked, Summize will verify your user in your browser, and once verified, the download will begin.

         

        Export Types:

        Table data (only visible columns): this export will include a row per Repository contract, and will include data for all the columns currently visible in your Repository

        Table data (all columns): this export will include a row per Repository contract, and will include all data for all the columns in your Repository, whether currently visible or not. 

        Task information: this export will include a row per Repository contract task, and will include information such as due date, assignee(s), task status, notes and completion notes.

        Calendar information: this export will include a row per calendar event (past and future), and will include information such as date, notice period (if it's a termination date), assosciated clause (if relevant) and any custom reminders.