Export staff to FileCabinet CS
If you're licensed for FileCabinet CS, use the Export staff screen to export staff information to FileCabinet CS. You can also export staff to a standalone XML file.
Follow these steps to export staff:
- SelectFile,Export, thenStaffto open the Export staff screen.
- Mark one or both of the checkboxes to select a destination for the exported staff:
- FileCabinet CS—Mark this checkbox if you want to export staff to FileCabinet CS. If you have more than one FileCabinet CS data location set up, select one from the dropdown. A new drawer is created in FileCabinet CS for each exported staff member.
- If you want to create a Practice CS folder in each new FileCabinet CS staff drawer, mark theCreate a Practice CS folder in FileCabinet CS Clientscheckbox.
noteThis checkbox isn't available unless you've marked theFileCabinet CScheckbox. - Other—Mark this checkbox to export staff to a standalone XML file. Select
and go to the folder where you want the XML file to be saved.
noteIf you’re running Practice CS through Virtual Office CS or SaaS, you can go to files on your local network.
- If you want to narrow down the list of staff to be exported, select a filter from the dropdown in the Filter field. To create a custom filter using criteria that you specify, selectnoteTo remove an applied filter, select
- SelectExport Selectedto export the staff to FileCabinet CS or to an XML file.noteThis option isn't available unless you've marked the checkbox for at least 1 staff member in the list.
