How to export search results ?

Modified on Thu, 23 Jan at 10:12 AM

To find and export summary sheets, documents and clauses according to specific criteria, use the advanced search and download the results.

For example, you want to download all your documents or summary sheets concerning your provision services signed during the year N : use the advanced search based on the corresponding criteria and export the results.

For more information on how to use the advanced search, to find a folder, document or clause, see the dedicated article.

You can download the documents found from the result page after a search through DiliTrust's search engine.

In this article, learn how to, from search results :

Export documents and summary sheets
Export the search result table
The excel files
- Summary sheet
- Search results

Export documents and summary sheets

Find and download documents after using the search engine. Use the search bar and view all results or directly access the advances search.

In the result table:

Select the documents to export
Click on Export
Choose to export either the documents, the summary sheets or both

When multiple documents are exported, they are downloaded as a ZIP file.

The exported summary sheets will be downloaded as an Excel file.

Note that the download of the summary sheet does not start immediately (DiliTrust works by queuing on Excel exports). Once the file is ready for download, you will be informed via an email that will contain a link allowing you to download the Excel file.

To learn how to export the summary sheets associated with your contracts, see the dedicated article.

You can also download documents directly from the folders. More information in the dedicated article.

Export the search result table

Download the result table with its columns and content. For example, search for documents with the Personal Data clause, you can export the research and have the clause content.

From the advance search page:

Launch the search
Select the documents to export in the result table
Click on "Export" and select "Search result(s)"

Please note that the file export does not start immediately (the module works by queuing Excel exports). You will be notified by e-mail when the file is ready for download, and the e-mail will contain the link enabling you to download the Excel file.

In your export, find the attributes of your summary sheet. If these have not been validated by a user, the artificial intelligence suggestions will be displayed and marked by a little robot .

The excel files

Summary sheet

The summary sheets export differs from the search result export.

When you export summary sheets, the document is presented as follows:

Different sheets for different document types
For each sheet, the different documents of the same type with the elements of the summary sheet.

The first three columns are similar for all document types, and provide information on :

Document status (unknown, active, expired and others)
Type of document (contract, amendment, appendix)
Main contract; if the contract is linked to other documents, you will find the name of the main contract.

Clicking on the name of a document or the main contract takes you to the document in question.

The other columns correspond to the attributes and clauses present on your summary sheets. This allows you to check that the information you have entered is correct.

Search results

The export of search results groups together the various columns of the results table. So, when you add columns, you'll find them in the export, and the documents of your choice relating to your search will be exported.

Columns corresponding to the attributes or clauses of your summary sheets are also exported. Attributes and clauses that have not been validated by a user are accompanied by a small robot .