Jama Connect User Guide

Export to Word

You can export a set of items as a Microsoft Word document. If you want to show your content in context, you can include hierarchy in these exports. The default Word export is a boilerplate that was created with Office Templates and can be modified to meet your needs.

To export contextual hierarchy with Reading View:

  1. Select the items you want to export using the Explorer Tree or an advanced filter.

  2. Choose Reading View.

  3. Select Export > Export to Word.

  4. Upon export, your content appears as follows, depending on how you selected your data:

    • Selection with the Explorer Tree

      The selected container becomes the title page for the export.

    • Selection with an advanced filter within a single project

      Reading View includes the container hierarchy above the filtered items, up to the top of the project. Container items that show hierarchy have a grayed-out (disabled) checkbox, while the rest of the items can be selected. Hierarchical containers are exported with the content items.

    • Selection with a cross-project filter

      Reading View doesn't display numbering. The export is a listing of items without hierarchical information.

When you export items from List View, all of the items appear in list form. The export displays a table of contents, followed by each of the items, their names, and a list of field names and values for each.

To export a list of items from List View:

  1. Select the items you want to export using the Explorer Tree or an advanced filter.

  2. Choose List View.

  3. Select Export > Export to Word.

    Note

    Word for Mac is known to have some issues with exporting certain formats and tables. If you experience issues, try to eliminate any special formatting or tables within tables.