When working in NetDocuments, it’s often useful to generate a list of documents—whether for recordkeeping, reporting, or importing into other tools. That’s where the Print List feature comes in handy. Accessible directly from the List View page (including Workspace, Filter, Folder, Saved Search, or Search Results), this tool allows you to export or print a customizable report of your document list.
Accessing the Print List Option
The Print List option is located in the container menu on the List View page. This menu is available whether you’re in a Workspace, Filter, Folder, Saved Search, or Search Results.
Once you click Print List, a dialog box will appear where you can configure your export options. For this example, we will be exporting the report as an Excel file.
Click OK to download the Excel report file.
NetDocuments provides several flexible options for how your report will be generated:
Formatted Report
Opens in a new browser tab in a printable layout. Ideal for physical reports or simple documentation. Supports up to 8 columns.
Delimited ASCII (CSV)
Generates a comma-separated values file for use in Excel or other applications. This format supports an unlimited number of columns and is best for data analysis or importing into other tools.
With Links (Excel)
Creates an Excel-compatible file that includes hyperlinks to each document in the list. Like CSV, this format also supports an unlimited number of columns.
Next, you choose how you’d like to receive the report:
Print/Download
The report is generated in real time. If you’re using the Formatted Report, it opens in a new tab. If you’re exporting to CSV or Excel, it will download directly to your computer. This option is only available when your list contains fewer than 1,500 items.
Email Me
This option generates the report in the background on the NetDocuments server and emails it to you. This is ideal for large document lists, as it allows you to continue working while the report is being prepared.
Additional Tips and Notes
The columns (attributes) included in your report will match those currently displayed in the List View, unless changed.
Date and time fields are formatted based on your local workstation settings.
The order of documents in your report reflects how they’re currently sorted in the List View.