---
title: Exporting data from the Inbox
description: All users can export the data of the documents that appear in their Documents page/Inbox.   Note that this export process does not export the document files themselves, just the metadata for selected
---

[Skip to content](https://help.concord.app/hc/en-us/articles/205820169-exporting-data-from-the-inbox#main-content)

English

Show submenu for translations

![](https://help.concord.app/hs-fs/hubfs/Logo-WhiteBackground.png?width=100&height=75&name=Logo-WhiteBackground.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Concord Support Center](https://help.concord.app/?hsLang=en)
2. [Data & Analytics](https://help.concord.app/data-analytics?hsLang=en)
3. [Reports & Analytics](https://help.concord.app/data-analytics?hsLang=en#reports-analytics)

# Exporting data from the Inbox

All users can export the data of the documents that appear in their Documents page/Inbox.

#### Exporting the data

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-18%20at%209-07-17%E2%80%AFPM-png.png?width=546&height=369&name=Screenshot%202024-01-18%20at%209-07-17%E2%80%AFPM-png.png)

1. Navigate to your **Documents page**
2. Optionally, [**filter**](https://support.concordnow.com/hc/en-us/articles/360025005092?hsLang=en) your documents 
     - *Note that checking checkboxes to select specific documents will not be applied to the export. All documents displayed in the table checked or unchecked, will be included in the export.*
3. From the toolbar above the document, click on the **Actions** menu
4. Select **Export list**
5. The **Export document list** modal will open
6. Choose between **Simple export** or **Advanced export**
   
     - The **Simple** option includes: 
           - Concord unique ID
           - Stage and status
           - Created by and creation date
           - Last modified date
           - All participants invited and saved for later
           - Signers
           - Document title
           - Description
           - Tags
     - The **Advanced** option includes all simple export data, as well as 
           - Lifecycle details 
                   - Signature date
                   - Effective date
                   - Duration details
                   - Renewal details
           - [Clause details (Summary panel data)](https://support.concordnow.com/hc/en-us/articles/204427805?hsLang=en)
           - [Other fields (Summary panel data)](https://support.concordnow.com/hc/en-us/articles/204427805?hsLang=en)
7. Choose to download an **Excel file or CSV** file
8. Click **Export**

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-18%20at%209-08-16%E2%80%AFPM-png.png?width=515&height=500&name=Screenshot%202024-01-18%20at%209-08-16%E2%80%AFPM-png.png)

*Note that this export process does not export the document files themselves, just the metadata for selected documents.*

*Note: Depending on the number of documents included, the export can take several hours to generate. You will receive an email when the export is ready with a link to download the Excel or CSV file. This link will be valid for one week.*

- [FAQs](https://help.concord.app/faqs?hsLang=en)
- [Document View](https://help.concord.app/document-view?hsLang=en)
- [Reports](https://help.concord.app/reports?hsLang=en#main-content)

    - [Reports & Analytics](https://help.concord.app/reports?hsLang=en#reports-analytics)
- [Integrations](https://help.concord.app/integrations?hsLang=en)
- [Data & Analytics](https://help.concord.app/data-analytics?hsLang=en#main-content)

    - [Reports & Analytics](https://help.concord.app/data-analytics?hsLang=en#reports-analytics)
- [Adding Users & User Roles](https://help.concord.app/adding-users-user-roles?hsLang=en#main-content)

    - [Administration](https://help.concord.app/adding-users-user-roles?hsLang=en#administration)
- [Product Updates & Enhancements](https://help.concord.app/product-updates-enhancements?hsLang=en#main-content)

    - [New Features](https://help.concord.app/product-updates-enhancements?hsLang=en#new-features)
- [Collaboration](https://help.concord.app/collaboration?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/collaboration?hsLang=en#working-in-concord)
- [Users and Sharing](https://help.concord.app/users-and-sharing?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/users-and-sharing?hsLang=en#working-in-concord)
- [Billing and Subscriptions](https://help.concord.app/billing-and-subscriptions?hsLang=en)
- [Managing Your Preferences](https://help.concord.app/managing-your-preferences?hsLang=en#main-content)

    - [Setting Up Your Account](https://help.concord.app/managing-your-preferences?hsLang=en#setting-up-your-account)
- [Single Sign-On & Login Integrations](https://help.concord.app/single-sign-on-login-integrations?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/single-sign-on-login-integrations?hsLang=en#integrations-api)
- [Documents & Contracts](https://help.concord.app/documents-contracts?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/documents-contracts?hsLang=en#working-in-concord)
- [Templates](https://help.concord.app/templates?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/templates?hsLang=en#working-in-concord)
- [Approval Workflows](https://help.concord.app/approval-workflows?hsLang=en#main-content)

    - [Working in Concord](https://help.concord.app/approval-workflows?hsLang=en#working-in-concord)
- [Account Settings](https://help.concord.app/account-settings?hsLang=en#main-content)

    - [Administration](https://help.concord.app/account-settings?hsLang=en#administration)
- [Concord API](https://help.concord.app/concord-api?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/concord-api?hsLang=en#integrations-api)
- [Salesforce Integration](https://help.concord.app/salesforce-integration?hsLang=en#main-content)

    - [Integrations & API](https://help.concord.app/salesforce-integration?hsLang=en#integrations-api)
- [Collaboration Functionality](https://help.concord.app/collaboration-functionality?hsLang=en#main-content)

    - [Administration](https://help.concord.app/collaboration-functionality?hsLang=en#administration)
- [Managing Your Documents](https://help.concord.app/managing-your-documents?hsLang=en#main-content)

    - [Setting Up Your Account](https://help.concord.app/managing-your-documents?hsLang=en#setting-up-your-account)
- [Automation Workflows](https://help.concord.app/automation-workflows?hsLang=en)
- [Intake Forms](https://help.concord.app/intake-forms?hsLang=en)
- [Deadlines management](https://help.concord.app/deadlines-management?hsLang=en)
- [AI](https://help.concord.app/ai?hsLang=en#main-content)

    - [MCP](https://help.concord.app/ai?hsLang=en#mcp)
- [Agents](https://help.concord.app/agents?hsLang=en)
- [E-Signature](https://help.concord.app/e-signature?hsLang=en)

[![Chill listening crop-3](https://help.concord.app/hs-fs/hubfs/complete-logo-sunrise@2x.png?width=117&height=24&name=complete-logo-sunrise@2x.png "Chill listening crop-3")](http://concordnow.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Concord