Export Search Results

You can export search results for tangible entities, tasks, case notes, and more.

 

This example explains how to export search results for tasks:

  1. Select Search > TasksGeneral Task.

  2. Enter your search words in the fields provided.

  3. Select Search.

  4. Select Export.

  5. Use the Browse button to specify where you want to save the exported file.

  6. Enter a name for the file > Select Save.

  7. Select the format for the file.

  8. Select the attributes you want included in the exported file.

  9. Select Export.