Exporting Data
A matrix leaves Judicio either as a readable report or as a working grid. The same modal produces both, and the same modal can be pointed at the whole matrix or at just the rows you picked.
The export modal
The report formats and the grid formats sit in one modal, with a live preview beside them.
Opening the export
| Route in | Where | Scope |
|---|---|---|
| Export | Results header, right cluster | The whole matrix |
| Export selected | The bulk action bar, once rows are ticked | Only the selected documents. The file name gains a "-selected" suffix |
| Download | A row in the run list's Completed tab | The whole matrix, with no options. Offers XLSX, CSV, JSON, PDF and DOCX straight from the menu |
The first two open the export modal, headed Export review matrix, with a live preview beside the options. The third is a shortcut for when you want the file and nothing else.
Format
Formats are grouped by what you are going to do with the file.
| Group | Format | Good for |
|---|---|---|
| Report | Word (.docx) | A readable document you will edit or circulate |
| Report | PDF (.pdf) | A fixed record to file or send |
| Grid | Excel (.xlsx) | Sorting, filtering and building on the data |
| Grid | CSV (.csv) | Feeding another system |
Click a format chip to select it. The modal opens on the default format from your export preferences, falling back to Excel while those preferences cannot be read.
File name
File name is pre-filled from the run, and the extension for the chosen format is shown beside it so the whole name is visible. Changing format changes the extension, not your name. The download button stays disabled while the field is empty.
The toggles
| Toggle | Default | What it does | When it applies |
|---|---|---|---|
| Include source citations | On | Carries the page citations behind every answer into the export | Every format |
| Include Source Pack (verbatim sources appendix) | Off | Appends the quoted source passages to the end of the document | Word and PDF only |
| Embed verifiable citation links (recipients verify email; links expire) | Off | Turns each citation into a link a recipient can open and verify. Links expire | Word and PDF only |
| Restrict viewers to email domains (optional) | Empty | Limits who can open those links to the email domains you list, comma separated | Appears once verifiable links are on |
The Source Pack and verifiable-links toggles are disabled for the Excel and CSV grids, since neither format has anywhere to put an appendix.
Include source citations starts from your saved export preference. Once you change it here, your choice sticks for the rest of your time on this results screen rather than snapping back to that default.
The preview
Every format but CSV shows a live preview of the document on the right of the modal. Because the preview is always rendered as a PDF, a note under it states which extension the file will actually download as.
The preview shows the base document only. Turn on the Source Pack or verifiable links and a second note appears saying those are added at download and are not shown here.
The footer
| Control | Where | What it does |
|---|---|---|
| Save to Judicio | Footer, left | Puts the export into your File Library instead of downloading it, after you choose a destination folder |
| Cancel | Footer, right | Closes the modal without exporting |
| Download | Footer, right | Builds the export and saves it to your machine |
Larger exports are built in the background and the button keeps working until the file is ready. Dismissing your browser's own save dialog leaves the modal open so you can try again.
Exporting a selection
Ticking row checkboxes in the grid raises the bulk action bar. Export selected there opens the very same modal, scoped to those documents, with every format and toggle available.
This is the quickest way to send someone the three leases they asked about rather than the whole portfolio.
Saving back into Judicio
Save to Judicio appears twice: in the results header, and in the export modal's footer. Both do the same thing, writing the finished matrix into your File Library so it can be filed with the matter, shared, and used as an input to other Judicio work.
Choosing it opens a destination picker. Once the file lands you are taken to the folder it went into. The header control is available once the run has finished; before that it explains that it becomes available when processing completes.
An export carries the matrix as it stands, including answers you corrected by hand and columns you added after the run. Hidden columns are a view setting, so hiding a column does not remove it from the export.
Next steps
- Correct answers before you export
- Read the results screen in full
- Organise the exported file in your library