Review Parameters

At this point, the program lets you double-check the export parameters by reviewing each tab before executing the export. If you find a mistake, you can edit it.

• The Export tab lists selection criteria and destination file name.
• The Selected Fields tab shows which fields will be exported
• The Export Documents tab lists the records that have been selected for export per criteria specified. It’s a good idea to look over this list before executing.
• The Destination File tab shows a list of records to be exported along with their data fields specified. It’s a good idea to look over this list before executing.
• The Error Log file shows the name and location of the error log IF one was created.

To edit Export parameters

1. Click Edit
2. Select which settings to Edit.
3. Click OK.
4. When specifications are exact, click Execute.

After executing, a dialog box will appear telling you the export was successful.

To save this set of export criteria as a template

1. Click Save Template
2. Name the file
3. Browse to select where to save it.
4. Click Save.