You can export a contract's clause records as a CSV or an Excel file.

Prerequisite

Ensure that clauses are available in a contract document that is added in a contract.

To export clause records

  1. Go to the Contract Details page.
  2. In the LINKS panel, click Clauses.
    You can see the names of clauses, source actions, and clause versions.

    When you select a clause, the Export icon () appears.



  3. Click the Export icon and select Export as CSV or Export as XLS to export the file.
  4. The Save As dialog box appears. Edit the filename and save it locally.



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