Export documents as Excel
The following article describes how documents and folders can be exported / synchronized into an automatically updating Excel list, which can then be used for further processing.
Go to Documents in the project. You can then use filters to set which documents / folders are to be exported. Only the visible documents are included in the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file is now downloaded automatically. This file establishes a direct connection to the documents in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In Excel, all documents / folders are now displayed with the live status, if something is changed in a document in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Export documents / folders
Go to Documents in the project. You can then use filters to set which documents / folders are to be exported. Only the visible documents are included in the list after filtering. Once the filters have been set, click on the Export icon.
A "query.iqy" file is now downloaded automatically. This file establishes a direct connection to the documents in buildagil.
When the file is opened, Excel opens automatically. Click on Activate in the security message so that the connection between the Excel file and buildagil can be established.
In Excel, all documents / folders are now displayed with the live status, if something is changed in a document in buildagil, this is updated in the Excel file.
You can use this role to make your own evaluations. You always work with the latest data, as there is a constant connection with buildagil.
Updated on: 09/12/2024