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
- Click Edit
- Select which settings to Edit.
- Click OK.
- 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
- Click Save Template
- Name the file
- Browse to select where to save it.
- Click Save.