Skip to main content
Documentation
Documentation
Last Updated: 2025-09-19
Export to Excel and Move Clauses to Documents Tab

Export to Excel and Move Clauses to Documents Tab

Ensure exported excel file containing clauses is available for moving.
Contract Management and Document Intelligence enables you to export search results to Excel. Though we don't support the feature directly, you can further refine the search results by matching clauses from the Provision Information tab with their corresponding DocID on the Document Information tab for easier analysis.
You can combine them in Excel after exporting.
  1. Click Search.
  2. Enter a search term and run the search.
  3. Click
    Export Excel
    .
  4. Access the Excel file.
    Enter 1 of these formulas in a cell to
    • Include duplicates: 
      =TRANSPOSE(FILTER('Provision Information'!$D$2:D$101, 'Provision Information'!$A$2:A$101 ='Document Information'!D2,"No Term Found"))
    • Exclude duplicates: 
      =TRANSPOSE(FILTER('Provision Information'!$D$2:D$101, 'Provision Information'!$A$2:A$101 ='Document Information'!B2,"No Term Found"))
  5. Update the row and cell numbers to match the data on the
    Provision Information
     tab of your file.
You can view all of your data organized by DocID on 1 tab in Excel.