Export Cases

Owned by Implementation
Last updated: Jun 22, 2021
2 min read

1) Perform a case browse for the cases you wish to export.

2) Export the case browse results to excel.

3) Copy the case number column.

4) Go to tools > import/export cases.

5) Select Export and paste the case numbers in the box.

6) Click Show cases.

7) Review the cases.  When ready click the Export Cases button and also make sure to have include documents checked.  This will create a zip drive at the bottom of your screen which you can exchange with anyone.

 

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