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Exporting Metadata and Documents from SimplerQMS

Metadata and files/documents can be exported from SimplerQMS in the following way:

I. Search for documents, which should be included in the export

a. To export a file, go to File (click the ALT button) and choose Export. You can also highlight multiple files and export them at the same time.

b. To export all current documents, go to Main Views then right click on ALL DOCUMENTS. Choose Export.

c. To export all archived and retired documents, go to Main Views then right click on All Archived and Retired Documents. Choose Export.

II. Export documents, which are displayed in a view

a. Once you click on Export, the following windows appear.

Tick boxes applicable to your requirements.

III. Click OK to complete the export.

IV. The metadata now be available as a CSV file with references to all the documents which are exported to one or more folders.

Note: Documents can also be exported by different ways available under Main Views then ALL DOCUMENTS, just follow the basic steps described above.

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