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Export Document List

Query 

How do I export a list of all documents?  

Solution

From the Main Toolbar, go to Documents

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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
  • ACN
  • Document Type
  • Document Custom Name
  • Trace Number
  • Status
  • Status Date
  • Last Updated by

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