Exporting comments

The comments in comment circulations, approval circulations, and document comments can be exported to a spreadsheet for use outside of Project Portal.

Before you begin

A system administrator must create at least one Excel mapping that includes comment properties as described in Creating and editing mapping templates. You will choose a mapping template with which to create the exported file.

To export comments:

1. View the comments for the document that you want to export as described elsewhere in this guide depending on the type of the comments; comment circulations, approval circulations, or document comments.

   Note    If you are viewing a circulation, only the comments related to the circulation will be exported by default. If you want to export all of the comments for the document, enable the Show all comments related to documents option.

2. In the section header next to the Export button, select the Excel mapping that specifies the comment properties that you want to export and then click Export. If the Export button is not available, no valid Excel mappings exist for comments.