Exporting Documents, Memos and Externals

You can export documents, memos or externals to HTML so that you can open them in your web browser. You can choose to include annotations and other related content. This can be useful if you want to share a source with someone who does not have NVivo.

You can also export a document, memo or external to PDF, a text file or a Microsoft Word document.

To export a document, memo or external:

  1. In the List View, select the item you want to export.

  2. On the Project menu, click Export <Item> (the option changes depending on the type of project item you are working with).

The Export Options dialog box is displayed.

  1. Select the required options

    Option

    Description

     

    Name

    Include the project item name.

    Format

    If you choose to include the name, you can select the required format.

    Description

    Include the description as defined in the source properties.

    Other Properties

    Include other source properties such as Location, Size, Created By orModified By.

    Annotations

    Annotated text is highlighted and numbered. The text of the annotation is displayed under the heading Annotations.

    See Also Links

    'See also' links are identified by superscript roman numerals (i). The destination of the link is displayed under the heading See Also Links.

    Relationships

    The items to which the source is related are displayed under the heading Relationships.

    Memo Links

    If the source is linked to a memo, the memo is listed under the heading Linked Memo.

    Paragraph numbers

    Select this option to display the paragraph number beside each paragraph.

    Open on Export

    Select this option, if you want the exported file to open automatically when the export has completed.

     

  1. Click OK.

The Save As dialog box is displayed.

  1. In the Save in list, select the destination for the exported file.

  2. In the File name field, enter a name for the exported file.

  3. In the Save as type field, select the format for the exported file.

  4. Click Save.

 

You can also select multiple items to export. Read more

Select multiple items for export by holding down either the SHIFT key for a range of items or CTRL key for non-consecutive items, as you click with your mouse.  

When you export multiple items, all the items will be exported to the same file type. You will need to select the file type, and then choose the folder to store the exported files.

 

Right-click:

  1. In List View, right-click the document, memo or external.

  2. Click the Export option.

  3. Click the Export <Item> option (the option changes depending on the type of project item you have selected).

Related Topics