It's easy to export the property values (metadata) of a group of documents from Meridian Portal for use in other programs. The data can be exported in either Comma Separated Value (CSV) or Microsoft Excel (XLSX) format.
Learn how to view and edit document properties or how to import document properties.
To export the metadata from clipboard documents:
- Place the documents for which you want to export their metadata on the clipboard as described in Adding documents to the clipboard.
- View the clipboard as described in Viewing the clipboard.
- In the header toolbar, click Metadata and then in the menu that appears, click Export CSV or Export XLSX. The Export Metadata to file dialog box appears and displays the progress as the export file is generated.
- Click Export. A file in the selected format downloads to your PC where you can work with it.
To export the metadata from a package documents:
The package must be in the Edit (rejected and acknowledged) state to perform this task.
- View the package of documents for which you want to export their metadata as described in Viewing packages.
- In the header toolbar, click Metadata and then in the menu that appears, click Export CSV or Export XLSX. The Export Metadata to file dialog box appears and displays the progress as the export file is generated.
- Click Export. A file in the selected format downloads to your PC where you can work with it.
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