Export Relationships Between Entities Attached to a Case Note
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Open the case note.
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Select the Entities tab.
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Right-click in the Entities area or select the Options
icon > Select Export Relationships.
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To include relationships between the source entity and the tangible entities associated with the case note, select the Source entity to entity relationships checkbox.
If you deselect this checkbox, only tangible entities will be exported.
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To add a prefix to exported entries, enter the prefix in the Entity Type prefix ... field.
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Select Browse to specify where you want to save the file > Enter a name for the file in the field provided > Select Save.
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Select either of these options to specify the format for the exported file:
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Comma separated (CSV)
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Excel (XLSX)
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Select the attributes you want included in the exported file:
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To include all attributes, click Select all.
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If you only want certain types of entities exported, select a type of entity in the drop-down.
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To include attributes that allow multiple values, select the Include Multiples checkbox.
Each value will be on a separate row.
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To display the full attribute name, select the Show full column headings checkbox.
Attributes will be prefixed with the parent and group names.
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Select individual attributes to toggle between selecting and deselecting.
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Select Export.
The file is saved to the folder location you specified.