How do I export document to Excel/PDF?

Table of Contents :

• How do I export document to Excel/PDF?

1.

Login to your account using the username and password provided.

2.

Hover over the Search tab and Click on Box Search Tab.

3.

Enter Keyword that you want to search.

4.

Select Client, Search Type and Other relevant details.

5.

Click on SEARCH button. It will show you multiple results in bottom section.

6.

Select documents that you want to Export in Excel.




Note : You can use Shift Key Functionality for selecting multiple document.

7.

Go to right side of page and Hover on export icon and Click on Export To Excel option.

8.

It will show you Popup asking whether you want to open or save file.