Documentation & Guides

Bulk Export Contract Data

Prerequisites

  • You are signed in and on the Bulk Actions page.
  • You have permission to export contracts.

Steps

  • 1. Navigate to Bulk Actions: In the left sidebar under Workflows, click Bulk Actions (grid icon). The Bulk Actions page displays the Import & Export cards.
  • 2. Open Export Contracts: Under Bulk Import & Export, click the Export Contract Data card. An Export Contracts dialog appears with a list of contracts.
  • 3. Select contracts to export: Use search, pagination, and filter controls to locate contracts. Select the checkbox next to each contract you want to export. Use the header checkbox to select/deselect all contracts on the current page.
  • 4. Start the export: Click the Start Export button. A confirmation message appears: Export started. The system generates and sends you a link to a zip file.
  • 5. Access the exported file: Access the download link on your email or notifications page. Open the file to view contract data for reporting and analysis.

Tips

  • Apply filters and sorting before exporting to refine your dataset.
  • Large exports may take a moment; wait for the download prompt.
  • Exports respect your current view settings (filters, sort order).

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