- To pull a report, navigate to ‘Reporting’ on the left menu panel.
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2. Apply filters to narrow your report’s results. Filters you can apply include ‘Keyword’, ‘Clause’, ‘Document Type’, ‘Date’, etc. When filters are added, they are combined to create a very accurate search. Users can search through meta and document level data. Click on ‘Show Results’ to apply filters to your search.
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3. To download this report, click on ‘Export’. The report will automatically download in .csv format.
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