Export Attached Documents Data

To export the Attached Documents grid in the Attached Documents window to Excel, click Export To Excel.

A Save file as dialog is displayed, enabling you to navigate to a chosen destination and to name the Excel file.

The user can change the folder path by clicking Change Folder to display a file browser window allowing the user to navigate to a different folder or create a new folder.

If the new folder path does not contain the attached file a message window is displayed.

Clicking Yes changes the folder path in the Attached Documents window, but you cannot view any attachments until the file is moved or copied to the new folder path.

Click No to cancel the folder path change.