Exporting the Index Structure

Export index allows to export the index structure of the room. Users can choose to export the index for the chosen folder or only the index outline. The index can be exported in either HTML, Microsoft Excel or Microsoft Word format. Besides these, users can also choose to export empty, or system folders as well as documents unpublished to the eTMF.

To export the index, follow the steps below:

1. Click on the three-dot menu and select the Modify Index option from the dropdown options. The Export Index window opens.

   

2. On the Export Index window, perform the following.

   1. Select Export Index or Export Index Outline by clicking on the radio buttons.
   2. Select HTML, Microsoft Excel, or Microsoft Word from the Type dropdown options.
   3. Click on the Export Empty Folders checkbox to retrieve empty folders as well.
   4. Click on the Export Empty Folders Only checkbox to retrieve just the empty folders.

   5. Click on the Include Unpublished Documents checkbox to retrieve unpublished documents.

3. Click on the Export button.

   

4. On the success message popup, click on the Get Results button.

   

5. On the Job Result window, click on the Export Results link.