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
    .
  2. To filter specific data for export, use the filter on individual columns.
  3. Mark
    Export to Excel
    .
     
  4. When the file download window appears, either open the file or save it.
  5. Your quick notes data will be provided in the Excel document.
     

Related content

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close