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Working with offline notes (spreadsheet export)

Export shared notes to Excel

When you're responsible for applying changes based on a document review, having all feedback organized and easily accessible is essential.
Cognidox’s Offline Notes feature allows you to export shared notes into a structured Excel spreadsheet, making it easy to work offline and streamline your editing workflow.

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Watch the video

This video shows how to export shared notes to Excel and how to use the spreadsheet to improve your document editing workflow.

 

 

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Exporting Notes to Excel

To download a spreadsheet of all notes for a document:

  1. Open the Document Preview

    • From the document’s details page, click the Preview button to launch the preview tool.

  2. Click the Spreadsheet Icon

    • In the preview toolbar, find and click the Excel export icon (spreadsheet symbol).

  3. Download the File

    • The system will generate and download an Excel file containing all shared notes for the document.

Inside the Exported Spreadsheet

When you open the downloaded file:

  • Each page of the document has its own worksheet/tab in the Excel file.

  • Notes are numbered for easy reference.

  • Preview images are included to visually match notes to their document location.

  • Note text and authorship information are clearly listed alongside each annotation.

Using Offline Notes Effectively

The offline notes file is especially useful when:

  • You have checked out the master file and are working on updates.

  • You don't have continuous internet access but need to reference feedback.

  • You prefer a side-by-side workflow, with the master file open in one window and the notes spreadsheet open in another.

This method ensures you can accurately apply all review feedback without needing to switch constantly between the document preview and the master file.

 

Quick Tips

  • Always export the latest notes after all reviewers have completed their input.

  • Use the preview images to quickly locate notes within the master document.

  • Cross-check each worksheet as you update the document to ensure no feedback is missed.

Further information

Online help pages:

Other knowledge base articles:

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