Export clients to other applications

Use the Export Clients screen to export clients to FileCabinet CS or to a standalone XML file.
  1. Select
    File
    ,
    Export
    , then
    Clients
    .
  2. Mark 1 or more of the following checkboxes to select a destination for the exported clients:
    • FileCabinet CS
      : Mark this checkbox to export clients to FileCabinet CS. If you have more than 1 FileCabinet CS data location set up, select a location from the dropdown list. Exporting clients to FileCabinet CS creates a new drawer for each exported client.
      To create a Practice CS folder in each new FileCabinet CS client drawer, mark the
      Create a Practice CS folder in FileCabinet CS Clients
      checkbox. This checkbox is available only if you have marked the
      FileCabinet CS
      checkbox.
    • Other
      : Mark this checkbox to export clients to a standalone XML file. Select More and go to the folder where you want to save the XML file.
  3. Mark the checkbox for each client you want to export. To select all clients, right-click the list and
    Select All
    . To select a specific set of clients to export, select a filter from the dropdown list in the
    Filter
    field. To create a custom filter using criteria that you specify, select More
  4. Select
    Export Selected
    to export the clients to FileCabinet CS or to an XML file.