This feature is available for PRO and ENTERPRISE plans only.
Select the filtered view of your choice
The export function can be found in the filtered view tab or the repository, accessible from the main menu on the left.
The export will include only the data from the projects displayed in the selected view.
From there, you have two options to start exporting data:
From an existing view
Example : the "Expiring soon" view, where you will find all contracts matching the applied filters—such as "Status = Expiring soon" or "Status = Renewing soon".
If you want to export data from all your contracts stored in Tomorro, go to the "Signed Contracts" view : this view includes all signed contracts you have access to.
From a new view
Example : if you want to export data for all NDA contracts stored in Tomorro, simply create a new view, apply the filter "Template = NDA," and click "Save changes".
To learn more about creating a new view, check out this article: Create a filtered view.
Export datas
From the view you have prepared:
Click on the "..." in the top right corner.
Click on "Export Projects".
Click "Export" again: your Excel file will be downloaded, containing the selected contract data with the chosen columns in the correct order.
