Summary
This article walks you through how to export obligations. You can export obligations from the Obligations dashboard to share data, review obligations outside Ironclad, or use obligation data in other tools. You can export either the obligations in a view or selected obligations, and choose which columns to include in the export.
Use Case
At Classics Inc., a legal operations specialist needs to send a list of upcoming reporting obligations to another team. They export the obligations from the dashboard, choose the right columns, and download the file in the format that team needs. This helps them share obligation data without rebuilding the list by hand.
Prerequisites
| Features | Obligations |
| Permissions | Admin role |
Export Obligations
You can export the columns on your Obligations dashboard for views or selected obligations. Exports are available in 3 file formats: spreadsheet (.xlsx), comma-separated values (.csv), and JSON lines (.jsonl).
- In the top right corner, click the three stacked dots > Export view.
- In the Data column dropdown, select whether you want to show Visible columns or All columns.
- Select which Format you want to export the obligations in.
- Toggle on/off whether or not you want to be sent an email with the spreadsheet when the export is complete.
- Click Export.
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