Exporting Document Type Wise More Info

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Exporting Document Type Wise More Info

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To export a document type wise more info, perform the following:

 

1.On the application home page, in the left pane, click Master Document Type Wise More Info. The Document Type Wise More Info workbench appears on the right pane like the one shown below:

 

document_type_wise_more_info_workbench_zoom65

 

2.In the document type wise more info workbench, click Column Settings (column_settings_icon) icon next to any column to find the master.

 

document_type_wise_more_info_search_zoom72

 

3.Choose any one of the below criteria:

i.Sort Ascending to sort the columns in ascending order.

ii.Sort Descending to sort the columns in descending order.

iii.Columns to enable or disable columns.

iv.Filter to apply filter. On choosing filter, perform the following:

a.Choose Operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to.

b.Enter operator Value.

c.Choose Filters logic from the drop-down menu as And or Or.

d.Choose Additional operator from the drop-down menu as Contains, Does not contain, Starts with, Ends with, Is equal to, or Is not equal to.

e.Enter Additional value of operator, if required.

 

document_type_wise_more_info_search_filter_zoom46

 

f.Click Filter. The filtered masters will be displayed below.

4.Click Excel (excel_icon) icon in the menu bar. The search results will be exported as an Excel file.