Exporting A Template To Excel
| Document Version | v.3 |
|---|---|
| Document Last Updated | 3/6/2024 |
| Software Version Documented | v.9.9.2 |
Task/Problem Overview
In this KB we will review the process one would take to export any template generated from the print preview screen to an excel file.
Exporting to Excel
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Click the Order Menu and then click on print preview
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Select the template you would like to preview and click on the Yes button
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Once the preview is open click on the export button in the upper left-hand corner
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Select a location to save, give the file a name and click on the Save button.
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You will now find your file saved in the location specified
- NOTE: If you are a cloud customer, once you’ve selected to “Export to file”, it will be automatically copied to your clipboard and will need to be manually pasted to the specific file location you want on your computer.
