Extract data from documents and fields within a specific workflow using the Export fields data option. This feature is useful for comprehensive data analysis, generating reports, comparing data across different stages, archiving data, and capturing metadata.
Note: the option is available for Owners, Supervisors and Admin level access.
To use this feature, follow these steps:
1. Find the workflow you would like to get a report for.
2. Go to the More actions tab and select the Export fields data option.
3. Choose the workflow version and specify the time period for your report.
4. Select the documents and fields you would like to export data from.
5. Click Export data to initiate the process and you will receive the report in CSV format to your email.
