How do I export a list of all documents?
From the Main Toolbar, go to Documents
Select Options at the top of the Documents screen and choose either Export Document List (.csv) or Export Filtered Document List (.csv)
Export Document List generates a list with all documents included on the Documents screen.
Export Filtered Document List only generates a list with documents that match the entered Filter criteria.
This will export relevant documents to a .csv file with the following information:
- Company/Trust Name
- Document Type
- Document Custom Name
- Trace Number
- Status Date
- Last Updated by