How to Export all Correspondence in a Client’s History

Authorise the User to See the Export Button

1. Click Admin from the menu.
2. Select Users > Users from the drop down list – the Users window will open.

Select the Required User

1. Select the required User.
2. Click Edit – the User window will open.

Set the Permission

1. Select the Permission tab – the Permissions tab will open.
2. Expand the Permission Based Visibility section – the section will open.
3. Tick View Export-All-Corresponence button.
4. Click OK to save the changes and close the window.

Perform the Export

1. Click Search – the Search window will open.

Select the Client

1. If required, enter some search criteria or press Enter for all.
2. Double click the required client – the Claim window will open.

Click the Export Button

1. Click the Export All Correspondence button – the Browse For Folder window will open.

Select the Folder to Export the Data to

1. Navigate to the required folder.
2. Click OK – the export will begin.

Data is Exported with a Summary File

Introduced in Version Number 2015.6.25.1669 on 25/06/2015