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Exporting a data room index

Download an Excel file showing the full structure and metadata of your data room

Updated over a week ago

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 numbering applied to folders and files (if numbering is enabled)

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.

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