Exporting Your Documents List

Modified on Mon, 18 Aug, 2025 at 5:49 PM

Click here to view the "Exporting your Documents List" Video


Step #1

Click here to access your "Documents".

Step #2

Click "Reports".

Step #3

To export your documents, click “Download” in the Document Export section for a complete list. For reports with specific filters or criteria, use the Document Custom Report to generate a tailored report. 


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