UDF Export

Owned by SmartAdvocate Training Team
Last updated: Feb 16, 2024 by Michael DeCapua
1 min read

  1. Select Tools from the main menu.

  2. Select UDF Export from the dropdown menu.

    image-20240216-190012.png

  3. Select the Case Type.

  4. Select the Screen Name(s).

  5. Select the radio button for Open Only, Closed Only, or All Cases.

  6. Select the Case Status(es).

  7. Enter the Only Case(s).

  8. Select the Case staff.

  9. Select EXPORT UDFS. The list will be downloaded in .csv format.

    image-20240216-194126.png

  10. View the exported list in your downloads folder.

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