Export quick notes to Excel

Follow these steps to export a list of quick notes to XLS (Excel) format. 
  1. Select
    FileRoom
    Admin
    Account Setup
    , then 
    Quick Notes
    .
    Select ACCOUNT SETUP, then Quick Notes.
  2. To filter specific data for export, use the filter on individual columns.
    Select a filter to view specific data.
  3. Mark
    Export to Excel
    .
    Select Export to Excel.
  4. When the file download window appears, either open the file or save it.
    note
    File download window may vary based on the browser and operating system version.
  5. Your quick notes data will be provided in the Excel document.
    Downloaded Excel file.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close