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