Exporting property values

Exporting property values creates an Excel spreadsheet that contains the property values of documents stored in Meridian Project Portal. Which properties are exported is specified in a mapping template as described in Creating and editing mapping templates.

To export property values:

Place the documents on the Clipboard for which you want to export property values as described in Adding items to the Clipboard.

Note If you intend to edit the exported data and import it back into Meridian Project Portal, only place documents on the Clipboard that reside in the same folder. The import (Mass Update) command only supports updating documents that reside in the same folder.

View the documents on the Clipboard as described in Viewing the Clipboard contents.

On the ribbon, in the Import/Export group, click Formatted Export. A page showing the export options appears.

Click options or type values using the descriptions in the following table.

Property value export options
Option	Description
Mapping	Select a mapping template from the list that specifies the properties to export.
Filename	Type a name for the Excel file that will be created.
Export with files (ZIP)	Exports the files that are attached to the documents for which properties are exported. The files are contained in a single archive (ZIP) file. If multiple files exist with the same name, the files are exported to subfolders in the archive file that are named with the document's internal Meridian Project Portal ID.
Lock documents for editing	Locks the documents for which properties are exported so that the properties cannot be changed until the documents are unlocked.
Include properties table in format	Select additional file formats in which to export the property file. The file will be included in the archive file that is created. Available only if Export with files (ZIP) is selected.
Include file formats	Select the file formats of the file attachments that you want included in the archive file. Available only if Export with files (ZIP) is selected.

Property value export options

Option

Description

Mapping

Select a mapping template from the list that specifies the properties to export.

Filename

Type a name for the Excel file that will be created.

Export with files (ZIP)

Exports the files that are attached to the documents for which properties are exported. The files are contained in a single archive (ZIP) file. If multiple files exist with the same name, the files are exported to subfolders in the archive file that are named with the document's internal Meridian Project Portal ID.

Lock documents for editing

Locks the documents for which properties are exported so that the properties cannot be changed until the documents are unlocked.

Include properties table in format

Select additional file formats in which to export the property file. The file will be included in the archive file that is created. Available only if Export with files (ZIP) is selected.

Include file formats

Select the file formats of the file attachments that you want included in the archive file. Available only if Export with files (ZIP) is selected.

Click Export Excel. The file downloads to your computer.

Note Your web browser will attempt to download the archive file to your computer. If your browser's security settings block the download, you might need to adjust the settings and retry this procedure.

Click Open to open the file immediately without saving it first or click Save to save the file for later viewing.

Related concepts

About importing properties from Excel

Working with the Clipboard

Related tasks

Creating and editing mapping templates

Importing property values

Changing the properties of items on the Clipboard

Resolving common problems with Mass Update


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