---
title: "Export Documents from the Review Grid"
slug: "export-documents"
tags: ["export documents", "Export"]
updated: 2026-10-26T20:47:28Z
published: 2026-10-26T20:47:28Z
canonical: "docs.revealdata.com/export-documents"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Export Documents from the Review Grid

Users can export documents after running a search, selecting a folder, or selecting documents directly from the Grid using checkboxes.

For a quick CSV download, use **Quick Grid Export** to export all or selected documents based on the current Grid view, including filters, visible columns, and column order. Exports of up to 10,000 rows download directly, while larger exports run as jobs. After clicking **Submit**, click **Download** in the pop-up to save the CSV file. You can also choose to receive a notification when the export is ready or close the window to let the job continue.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Screenshot 2026-10-20 211406.png)

For more control over export settings, use the **Export Documents** modal as described below.

1. Click **Export** on the Grid Toolbar.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/export-bulk.png)
  1. **Act On -** Choose **Selected documents** (if relevant) or **All documents in results list**.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/export-docs-acton.png)
  2. **Settings** -

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/export-documents-settings.png)
    1. Choose a **Template**.
    2. Set a **Job Name** for the Export; this is optional but worthwhile for download specification and tracking.
    3. Choose the format to **Export as** (*Excel/CSV* or *Text*) for selected metadata. If Text is selected, a Profile item appears to specify the type of delimited text to be used; Concordance is the default. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Export-docs-settings.png)
    4. Check to include **Native files** in the export. If selected, the following additional options appear:
      1. **Native file(s) to include** confirms the selected documents.
      2. **File name** specifies the naming convention to use for the exported native file(s):
        - Use Begin Number - the document control number.
        - Use File Name Field – the file name metadata.
        - Use Image Set Bates Number – production set number.
        - Use PDF Set Bates Number - pdf set for the production number.
      3. IF you’ve selected one of the two Bates Number options, select a starting production number from the **Use Prod. Number From** dropdown.
      4. **File name ordering** offers choices corresponding to the File Name selection above:
        - Default Ordering – by control number.
        - Field Value Ordering – by the file name field.
        - Prefix Ordering – by production set and numbering.
  3. **Fields -** Select a **Field Profile** and choose which metadata fields to include in the export. You can select all fields or specific fields from the chosen profile and reorder them using the drag-and-drop handles on the left. You do not need to change the active Field Profile in the Review Grid.![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/export-documents-field-profile.png)
  4. **Sort -** Specify the export document sort order field(s); *Item ID* is the default if no other field is specified.
    1. You may add a field by selecting the checkbox(es) and clicking the right-pointing arrow button at center, or by using drag and drop handles at left of the field tile.
    2. Once in the Sort-By-Fields column at right, you may re-order using drag and drop or by editing the sort order number to the right of the field name.
    3. The sort order of each field is specified by the arrow button between the checkbox and the field name.
    4. A sort field may be removed by selecting and clicking the left-pointing arrow button at center, or clicking the **x** at the right of the tile.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/export-docs-sort.png)
  5. **Volume -** Adjust the export folder naming and numbering and size, useful in large exports, specifying:
    1. **Prefix** – Export folder prefix defaults to Vol.
    2. **Start** - Value of first export folder defaults to 1.
    3. **Number of Digits** – Number of digits for export folder numbering; defaults to 2, for folder naming that would start at Vol01.
    4. **Max Size (MB)** – 650 is the default, corresponding to the size of a CD if burned to that medium.
  6. Click **Submit** to run.
2. Results will be displayed in the **Export** table on the **Jobs Management** screen.
  1. Click **Jobs** in the Navigation Pane to open Jobs Management.
  2. Under **Jobs**, click **Export**.
  3. Click on the Export job status icon (a green checkmark when complete) for the option to **Download**. ![96 - 04 - Export job download](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/96%20-%2004%20-%20Export%20job%20download.png?width=554&quality=high)

## Related

- [Create a Production Export Job](/run-production-job-export.md)
- [Print a Set of Documents](/print-a-set-of-documents.md)
- [Code Documents](/code-documents.md)
- [Bulk Tag Documents](/bulk-tag-documents.md)