Export Document List (.csv)

Query 

How do I export a list of all documents across all companies/trusts in my licence?  

Solution

From the Main Toolbar, go to Documents
Select Options at the top of the Documents screen and choose Export Document List (.csv)

This will export all documents listed on the Global Documents Screen to a .csv file, with the following information:

• Company/Trust Name
• Company Number
• Document Type
• Document Custom Name
• Trace Number
• Status
• Status Date
• Last Updated by