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Export a File Layout to Excel

Use the Define Import Layout window to export a file layout to Excel.

To export a file layout to Excel

  1. In the Navigation pane, click Clients.

Clients pane

  1. In the Clients pane, expand the appropriate folder and then double-click the client. The tab for the specified client appears in the Information pane.

General tab

  1. Click the Import Files tab and then click the New Business, Financial Transactions, Maintenance, or Final Recall tab, depending on the import file type.

Import Files tab

  1. Click Modify File Source Layout. The Define Import Layout window appears.

Define Import Layout window

  1. In the menu bar, click Export to Excel. The Save As dialog box appears.

  2. In the File name box, type a name for the file and then click Save.

  3. In the notification dialog box, click OK.

  4. Close the Define Import Layout window.

  5. In the toolbar, click Save. The Update Comment dialog box appears.

  6. In the Update Comment box, type a comment regarding your changes and then click OK.

Related Topics

Excel Import File Layout