The values for lookup and taxonomy properties can be exported from iManage Control Center to:

  • Edit or update values offline in a text editor or spreadsheet tool, like Microsoft Excel.

  • Keep a historical record of values for any property.

  • Maintain consistent values across iManage Work libraries, by exporting values from one iManage Work library and importing them into another library.

To upload values from a CSV file, refer to:

To export the values for a lookup or taxonomy property:

  1. On the Properties page, locate the property.

  2. Right-click the property name and select Export CSV.
    The CSV file is downloaded to your system with the following filename: <property ID>.csv.

NOTE:

Exporting a CSV file for a property that contains hundreds or thousands of values may take several seconds to complete.

Figure: Exporting values to a CSV file