You can export the entire data room structure to Excel at any time. The export provides a structured overview of all folders and documents, making it easy to review, share or retain a record of the data room layout.
What the export includes
The Excel file contains one row per folder or document and includes the following information:
Name | Description |
Index | The number applied to each folder and document, reflecting the data room's numbering configuration (Simple, Hierarchical or Custom). This column is always populated, even if numbering is switched off for viewing, since exports use the room's stored Hierarchical numbering whenever numbering is off on screen or the room is set to Simple mode |
Type | Indicates whether the item is a folder or a document |
Title | The name of the folder or document |
Hyperlink | A direct link to the folder or document in Legatics |
File type | The file format (documents only) |
File size | The size of the file (documents only) |
Date uploaded | The date the document was uploaded (documents only) |
Unique ID | A unique identifier assigned to each folder or document. |
Folder path | The full hierarchical path showing where the item sits within the data room structure |
Notes on exported data
Some columns will be blank depending on the item type. For example, folders do not have a file type, file size or upload date.
Hyperlinks in the export respect data room permissions. Users can only access folders or documents they have permission to view.
The export reflects the current structure of the data room at the time it is generated.