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Help centerSummarize and presentArticle

Download project data

Last updated19 January 2024
Read time5 min

Table of contents


Download a single note

Individual notes can be downloaded as a PDF, which is the only semi-standard format that preserves selectable text along with formatting, layout, embedded images and files, and highlights. The quality of the PDF export will vary between browsers.

  1. To do this, open your note and click on the icon in the top left of the modal dialog to select Full page.

  2. From there, click the Actions (···) menu near the top right and select Print to PDF.


Download a transcript from a note

You can download a transcript from a note as a VTT file.

  • To do this, open the note containing the transcript that you'd like to download and select Actions (···) menu at the top of the transcript.

  • From there, select Download transcript.


Download all project notes

You can download a spreadsheet of notes for your entire project. Each spreadsheet contains a number of columns in the CSV format, and can be opened with Apple Numbers, Google Sheets, Microsoft Excel, or other spreadsheet software.

  • To download all project notes in a CSV, open a project's Settings, select Export and under Export all notes select Download notes.

Please note: The spreadsheet export is not able to preserve formatting, layout, highlights, and tags. You can download a PDF of each note to maintain formatting.


Download all project highlights

You can download a spreadsheet of all highlights and their related tags or insights in a project.

  • To do this, open a project's Settings, select Export, and under Export all highlights, select Download highlights.


Download video and audio highlights

You can download a single highlight video or highlight reel from a project to share in other tools. This will export in a .mp4 format.

  1. To do this, open a project and lick Highlights in the sidebar.

  2. From there, select your highlight/s checking the box and in the pop-up menu, click Download highlight reel.

You can also download a highlight reel that has been created within an insight.

  • To do this, open your insight, navigate to the bottom right corner of the video player, and select Download.

This will automatically stitch together all clips in the reel and export them into a single video or audio file.

Please note: It can take time to prepare your video. Progress is shown in the bottom right of the screen, and we'll email you when your video is ready to download.


Download all project tags

You can download all tags created in a project into a CSV spreadsheet.

  • To do this, open a project's Settings, select Export and under Export all tags select Download Tags.


Download a single insight

You can download a single insight as a PDF to help preserve selectable text along with formatting, layout, and highlights.

  • To do this, open the insight and click on the Switch panel in the top left to update the view to Full page.

  • From there, click the Actions (···) menu near the top right and select Print to PDF to download your insight into a PDF.


Download all project insights

You can also download a spreadsheet of all insights in a project. This spreadsheet includes text content from the insight, insight fields created date, modified date, and URL of the insight.

  • To do this, open a project's Settings, select Export and, under Export all insights select Download insights.


Export a whole project

Please Note

Our export format is constantly evolving and subject to change. Please keep this in mind when using these exports in your own tooling. Revisit this document and your export files to see the latest changes.

Workspace admins can export a whole project into a .zip file, containing a series of JSONL files. JSONL is a file type where each line in the file is a JSON object and each JSONL file represents an object type in Dovetail (eg. notes, insights, etc.)

Once a project has been exported and downloaded there are no restrictions on how those files can be used.

  • To export a whole project, open the project's settings > Export > Export entire project > Download.

  • Once the export has been prepared, click the Download button on the prompt to download the .zip file to your device.

What data is included in the export?

NotesInsightsTagsFields
Files1Tag groupsTag boardsField groups
Project viewsProject field preferencesProject metadata

Footnotes

  1. Media files (video, audio, PDFs) can be downloaded via links provided and are not downloaded with the export. To get this link, check the downloadUrl property of your JSON property.

Please note

  • Any URLs found in your project data are only valid for 7 days from the day you exported your project. If they expire, you’ll need to export the project data again.

  • This export does not include any comments added to projects.


Troubleshoot PDF export

We rely on the browser’s print feature to create the PDF. Every browser does this a bit differently, so you may have mixed results depending on your browser.

We recommend exporting your notes and insights to PDF with Google Chrome, since it seems to create the best output file.

Remember to open the note or insight as a page before printing otherwise the text outside of the modal dialog will get cut off.

We're aware of an issue where some tags don't appear in the sidebar when exporting long notes to PDF and are investigating possible solutions.

FAQs


How many highlights can you add to a reel to download?

You can download a maximum of 100 highlights in a highlight reel. Subtitles will not be included in the download even if they are enabled in the video player.

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