We have been using the CSV format when exporting and then transferring the lists onto Excel spreadsheets.
The documents fields need to be
(i)
document ID:
(ii)
date:
(iii)
document type:
(iv)
author:
(v)
recipient:
(vi)
parent document ID:
exchange documents electronically by way of—
(i)
a single, continuous table or spreadsheet, with each column exclusively containing the detail from above.