Project Administrators and Moderators can export the Data Room Index and Metadata with just a few clicks. You will receive an email including a link to access the exports in comma-separated value (.CSV) format and the Data Room Index is also available in PDF format.
- Open your Data Room and click the Export icon.
- Click the Data Room Index Download a CSV or Download a PDF button. The Generate Data Room Exports pop-up automatically closes. A message at the bottom of the screen notifies you that your export is being generated and the email address the export is being sent to.
- Since the Exports pop-up automatically closes after generating an export, click the Export icon again.
- Click on the Data Room Metadata Download a CSV button. The Generate Data Room Exports pop-up automatically closes. A message at the bottom of the screen notifies you that your export is being generated and the email address the export is being sent to.
Once you receive the export email, click on the Download Export button embedded in the email. The link is verified before automatically downloading the requested export file.