Fusion 23.4.0 Manage Help Center

# Export a document list

You can export information about documents in a current document list (such as content list from a workspace, workbook, search results, holds) to a CSV file for review offline.

Many meta data fields are available for inclusion in the CSV. You can include or exclude any available field each time you export to a CSV or you can select a field template that defines the fields you commonly include.

Available fields for inclusion in the CSV

Field | Description
--- | ---
Accounts | Defines the accounts associated with the item.
Analyzed/Collection Status | Defines the current processing/collection status of the item. A status of Metadata means only the metadata has been indexed. item content has not been indexed, stored, or collected. A status of Analyzed means the item content has been analyzed to identify tag values, but the content has not been stored. The item itself has not been collected. A status of Collected means that the item content has been indexed and the item has been collected.
Archive Date | Defines the date that the item was collected by Fusion.
BCC | Defines the blind carbon copied (Bcc) recipients of the email item. NOTE: Depending on how the items were processed, this information may not be present. For example, in PST files, Bcc information is available for outgoing messages, but not for incoming messages. Applies to email items.
Categories | Defines categories associated with the item.
CC | Defines carbon copied (Cc) recipients of the email item. Applies to email items.
CM Classifications | Defines the Content Manager classification.
CM Expanded Number | Defines the Content Manager expanded number.
CM Notes | Defines the Content Manager notes.
CM Record Number | Defines the Content Manager record number.
CM Record Type | Defines the Content Manager record type.
CM Unique Identifier | Defines the unique identifier for Content Manager documents.
Content Stored Status | Specifies whether the item's content has been stored.
Create Date | Defines the original creation date of the item.
Datasets | Defines the name of the dataset associated with the item.
Errors | Defines any errors associated with the item.
Export Locations | Defines any export locations associated with the item.
Extraction Type | Defines the type of extraction performed on the item.
Family BCC | Defines the blind carbon copied (Bcc) recipients of the email parent document if the item is an attachment to an email. Applies to email items.
Family CC | Defines the carbon copied (Cc) recipients of the email parent document if the item is an attachment to an email. Applies to email items.
Family From | Defines the author of the email parent document if this item is an attachment to an email. Applies to email items.
Family Reply To | Defines the "reply to" email address for the parent document if the item is an attachment to an email. Applies to email items.
Family Sender | Defines the distributor of the email parent document if the item is an attachment to an email. This can differ from the Family From value if, for example, an application distributed the parent email instead of an individual. Applies to email items.
Family To | Defines the primary recipients for the email parent document if the item is an attachment to an email. Applies to email items.
File Extension | Defines the file extension of the document (such as .pdf, .msg, .docx)
File Name | Defines the full name of the file including the file extension.
File Size | Defines the size, in bytes, of the data item, including attachments.
File Type | Defines the file type of the data item. For example, PDF, email message, Word document.
First Analyzed Date | Defines the date that the data item was initially analyzed (content processed for tag values) by Fusion.
First Processed Date | Defines the date that the data item was initially processed by Fusion. This date may differ from the Archive Date (collection date) if the item was not collected during initial processing.
From | Defines the author of the email item. This can differ from the Sender if, for example, the Sender is an application that distributed the item. Applies to email items.
Grammar Rules | Defines any grammar rules associated with the item.
Grammars Extract Status | Specifies whether the item was processed for grammar extraction.
Has Attachments | Specifies whether the document has attachments.
Hash | Defines the hash value of the item.
Holds | Defines any holds associated with the item.
ID | Defines the unique Fusion internal ID of the document.
Job run ID | Defines the unique job run ID associated with processing.
Last Analyzed Date | Defines the date that the document was last analyzed (content processed for tag values) by Fusion. This date may differ from the First Analyzed Date if the document has been reprocessed.
Last Processed Date | Defines the date that the document was last processed by Fusion. This date may differ from the First Processed Date or Archive Date if the document has been reprocessed in any way.
Master Document Create Date | Defines the original creation date of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Datasets | Defines the dataset associated with the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document File Path | Defines the original path of the master duplicated item. This is the location from where the master document was processed. Applies to non-email items. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Hash | Defines the hash value of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document ID | Defines the unique Fusion internal ID of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Modify Date | Defines the last modified date for the master duplicated item itself. For file items, this would be the last modified (saved) date. For email items, this would be the sent date. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Record Date | Defines the last accessed date for the master duplicated item itself. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Master Document Title | Defines the subject of an email item or the title of a document of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook.
Modify Date | Defines the last modified date for the item.
OCR Status | Defines whether OCR has been performed on the document.
Path | Defines the original path of the item. This is the location from where the document was processed. Applies to non-email items.
Protection Status | Defines whether the document has been protected.
Record Date | Similar to the Modify Date in that this defines the last modified date for the item itself, but also applies to email items. For file items, this would be the last modified (saved) date. For email items, this would be the sent date.
Reply To | Defines the "reply to" email address for the item. Applies to email items.
Reporting Groups | Defines any tag reporting groups associated with the item.
Sender | Defines the distributor of the email item. This can differ from the From value if, for example, an application distributed the item instead of an individual. Applies to email items.
Sent to Targets | Defines the destination and targets the document was sent to, in the format `destination (target)`. For any documents that have not been sent to a target, the cell in the CSV file will be blank.
Source | Defines the name of the source associated with the item.
Source Type | Defines the type of source in Fusion from which the item was initially processed.
Tags | Defines any tags associated with the item.
Thread ID | Defines the unique Fusion internal ID of email threads. All items in the thread have the same Thread ID. Applies to email items.
Title | Defines the subject of an email, the title of a document.
To | Defines the primary recipients for the email item. Applies to email items.
Warnings | Defines any warnings associated with the item.
Weighted Labels | Defines any weighted labels associated with the item.
Workbooks | Defines any workbooks associated with the item.
Workspace | Defines any workspaces associated with the item.

TIP: Dates are presented in GMT (Greenwich Mean Time).

To export a document list to CSV

1. From any document list, do one of the following.

   - To export all documents in the list to a CSV, click > Export all to CSV in the action ribbon above the document list.

   - To export selected documents in the list to a CSV, select the desired documents and then click > Export selected to CSV in the action ribbon above the document list.

     TIP: To select multiple documents, use shift+click to select consecutive documents or ctrl+click to select non-consecutive documents.

   The Export Results to CSV dialog box opens.

2. Select and set the order of the metadata fields you want included in the CSV.

   In the Field Template list, select a template to prepopulate the fields to export or select None and add the desired fields.

   - To add all metadata fields, click the button to add all ().

   - To add desired metadata fields, click the name of the fields in the "selected" panel and then click the button to add those selected ().

   - To remove all metadata fields, click the button to remove all ().

   - To remove some metadata fields, click the name of the fields in the "added" panel and then click the button to remove only those selected ().

   - To set the order of the fields to be included, click the drag icon () for the desired fields in the "added" panel and then drag the field to the desired order.

3. (Optional) To save your current selections as a field template, click SAVE AS TEMPLATE.

   Type a descriptive name for the template and then click SAVE.

   The new template is selected in the Field Template list and is available for field selection in Analyze and Manage.

4. Click EXPORT.

   The CSV is generated and displays as a download as appropriate for the browser you are using.

   Open the downloaded file to view the exported information.

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Version 23.4.0 | Last updated September 2023
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