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Create Document Actions & Export .CSV

Create Action Button

Procedure: Follow the steps below to Create an Action

Clicking the Create Action button will bring up the New Action Page where you can create an action by filing out the required fields and clicking the Send button. Clicking Close will bring you back to the previous page.

Export Button

Procedure: Follow the steps below to export document data

Export Button

This allows the user to export to CSV any documents selected.

Once the Export button is selected you will have the option to select which header rows/information you would like in your export.

Press OK to continue with the Export

If you wish to Cancel your CSV output select Cancel, you will be taken back to the previous screen.

The export will become available on the browser tool bar at the bottom of the browser window

Once OK is selected the information will open in Excel for you to save to a local or network drive, and the screen will go back to the Document Search Results.

Next Document Actions