Export a Correspondence Item
Objective
To export a correspondence item.
Things to Consider
- Required User Permissions:
- Access to the correspondence item. See View a Correspondence Item.
Steps
- Export a Correspondence Item from the Tool's List or Archive Tab
- Export a Correspondence Item from Its View Page
Tip
The data included in the export file is based on which columns are shown. See Customize the Column Display in the Correspondence Tool.Export a Correspondence Item from the Tool's List or Archive Tab
- Navigate to the project's Correspondence tool.
- Click the List or Archive tab.
- Place a check mark in the box next to each correspondence items you want to export.
- Click the Export button and select PDF or CSV file format.
- PDF export opens in a separate tab in your web browser.
- CSV export downloads onto your computer.
Export a Correspondence Item from Its View Page
- Navigate to the project's Correspondence tool.
- Click the List or Archive tab.
- Click the Number link for the correspondence item you want to export.
- Click Export and then click PDF.
A PDF summary of the correspondence item will open in a separate tab in your web browser.
