---
title: CSV automation extra actions
description: "### **Downloading the CSV** To retrieve the CSV file utilized in a specific automation, navigate to the **Automation > CSV** section within the Legale platform. After selecting the relevant automation (e.g., \"CSV for Smart Document\"), simply click the **Download CSV**…"
url: "https://legale.io/docs/csv-automation-extra-actions/"
updated: "2025-07-08"
category: Legale.io in details / 12. Automation
---

# CSV automation extra actions

### **Downloading the CSV**

To retrieve the CSV file utilized in a specific automation, navigate to the **Automation > CSV** section within the Legale platform. After selecting the relevant automation (e.g., "CSV for Smart Document"), simply click the **Download CSV** button located at the top of the interface. This action allows you to access the original dataset that populated the smart document templates.

![](https://legale.io/wp-content/uploads/2025/07/download-1024x544.jpg)

---

### **Duplicating an existing CSV**

To replicate an existing CSV-based automation setup, select the automation you wish to duplicate (e.g., "CSV for Smart Document"), and click the **Duplicate** button at the top of the interface. This action creates a copy of the entire configuration—including associated smart document templates and workflow logic—allowing you to modify parameters or data without affecting the original automation.

![](https://legale.io/wp-content/uploads/2025/07/duplicate-1024x544.jpg)

---

### **Applying a global filter**

To see or limit the view of your CSV imported, use the **Global filter** option located in the automation dashboard.

![](https://legale.io/wp-content/uploads/2025/07/global-filter-1024x544.jpg)

---

### **Renaming an automation**

To change the name of an existing CSV automation within the Legale platform, simply select the desired automation from the list and click the **Rename** icon located in the top action bar. This feature allows you to edit and update the automation's name.

![](https://legale.io/wp-content/uploads/2025/07/rename-1-1024x541.jpg)

---

### **Sharing a CSV automation with other users**

To grant access to a CSV automation, select the automation from the list and click the **Share** icon in the action menu. This allows you to add other users by selecting them from your contact list.

![](https://legale.io/wp-content/uploads/2025/07/share-4-1024x541.jpg)

---

### **Transferring ownership**

To reassign ownership of a CSV automation, select the desired item and click the **Transfer** icon. This function allows you to designate another user as the new owner, effectively shifting full administrative control.

![](https://legale.io/wp-content/uploads/2025/07/transfer-1024x541.jpg)

---

### **Moving a CSV automation to a folder**

To organize your automations more efficiently, use the **Move to** option. After selecting your CSV automation, click the *Move to* button and choose the desired destination folder from your drive. This helps categorize your automations logically, enhancing accessibility and project management.

![](https://legale.io/wp-content/uploads/2025/07/move-to-1024x541.jpg)

---

### **Deleting a CSV automation**

To permanently remove a CSV automation, select the target automation from the list and click the **Delete** button (trash bin icon) in the top menu. A confirmation prompt will appear—confirm the deletion to clear it from your automation dashboard. This action cannot be undone, so ensure the automation is no longer needed before proceeding.

![](https://legale.io/wp-content/uploads/2025/07/delete-1-1024x541.jpg)