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
Click on the up icon at the top of the list
Select if you want to export all rows, filtered rows, or selected rows
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
Click on the zip icon at the top of the list
Select if you want to export all rows, filtered rows, or selected rows
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 |
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)