Query
How do I export a list of all documents across all companies/trusts in my licence?
Solution
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From the Main Toolbar, go to Documents |
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Select Options at the top of the Documents screen and choose either Export Document List (.csv) or Export Filtered Document List (.csv) |
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Export Document List generates a list with all documents included on the Documents screen.
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Export Filtered Document List only generates a list with documents that match the entered Filter criteria.
This will export relevant documents 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