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Exporting data from lists

Learn how to export data from lists into Word, PDF, Excel, or ZIP formats

Updated over a week ago

Exporting data from your Legatics lists is a straightforward process that allows you to download list content in various formats, including Word, PDF, Excel, and ZIP files. This flexibility enables you to share information efficiently and maintain comprehensive records. Below is a guide on how to export your lists and files.

Prerequisites: You need to have the view permission for the list


Export to Word, PDF or Excel

  1. Click on the up icon at the top of the list

  2. Select if you want to export all rows, filtered rows, or selected rows

  3. In the pop-up that appears, make your configurations (see below) and press Export

Columns to include

By default all columns are selected. Press the x next to the column's name to remove it. Press inside the box to add it back.

Note: File columns can't be selected.

Format

Word / Excel / PDF

Location

My computer / iManage / NetDocuments (last two only available if those integrations are turned on)


Export files

  1. Click on the zip icon at the top of the list

  2. Select if you want to export all rows, filtered rows, or selected rows

  3. In the pop-up that appears, make your configurations (see below) and press Export

Include all versions

Unchecked = only latest version is included

Checked = all versions included

Include a Word index

Includes a Word index as the first file in your zip (With the name 000 - list name}

Columns to include

If you include a Word index, you can decide what columns to include in the Word index.

Note: File columns can't be selected.

Rename files

Renames files to the text in your title column

Note: This only applies when there is one file in the row.

Location

My computer / iManage / NetDocuments (last two only available if those integrations are turned on)

Below are some things to keep in mind when using this feature.

Interaction with file columns

You can include the file column in your export. Whether it displays in your index depends on whether you include the title column. If you:

  • include the title column, there will be no column in the index for your files. Instead, file names will appear under the text in the title column

  • exclude the title column, the file column will be called "Documents" and always appear as the first column

File numbering

Every file gets a number in the format 00x, where x is the row number the file is located in (eg 001).

If you've got multiple files in a row, then A, B, C... is added to the file name (eg 001A) by reference to the order the files appear in the row (and by going down each column)

Hyperlinks

The Word index includes hyperlinks to the files. Hyperlinks don't work until you unzip the file (this is a Windows limitations)

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