Export Entities from a Case File or Note

  1. Open a case file or note.

  2. Use either of these options to export entities:

    • Select the Entities tab > Right-click the entity you want to export > Select Export.

    • Select the Options icon above the list of entities > Select export.

  3. Select the required relationship options.

  4. Specify where you want to save the exported file.

  5. Select the Close icon to choose the attributes you want to export.

  6. Select Export.