- To pull a report, navigate to ‘Reporting’ on the left menu panel.
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.
3. To download this report, click on ‘Export’. The report will automatically download in .csv format.
