- Any user with access to the document library
There may be times when you want to export a listing of all, or a subset, of the documents in your library. For example, if you need to cross-reference a list of documents that have already been loaded into your Vault against a list of documents you still need to upload.
To export your library view:
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Navigate to one of the following:
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In Vault Basics Clinical vaults, navigate to TMF Workspace > Library.
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In Vault Basics Quality vaults, navigate to Document Workspace > Working Library.
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In Vault Basics RIM vaults, navigate to Submission Mgmt > Library.
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Select Grid from the Layouts menu.
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If needed, select Edit Columns from the All Actions menu to choose which metadata you would like to see in the export.
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Use the arrows to move the desired columns into the Selected Columns pane and click Save.
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Select Export > Excel from the All Actions menu.
