On the Search tab,, you can export a list of documents to an Excel spreadsheet or a CSV file. You can also export documents according to the search criteria. This feature allows you to export contracts, contract clauses, contract insights, and accounts (out-of-box fields and custom fields) along with out-of-box and custom field filter criteria based on contract, contract clauses, contract insight, and account objects.

To export contract documents:

  1. Click the App Launcher icon () and select Contract Apps.
  2. Go to the Search tab, and click the Export icon ( ) available in the top right corner.
  3. Select the file format (XLS or CSV) option to export the document.
  4. Enter the file name in File Name.
  5. Click Export and save the file to your local folder.