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1 | From the Welcome menu at the top right of any page, click your name and then click Manage Export Templates: Result: The Manage Export Templates window is displayed. | ||||||||
2 | Choose from the following for your action.:
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To create export templates, :
1 | Access the Manage Export Templates window as described in the previous section. | ||||||
2 | In the menu, click New Template. Result: The Create New Template menu is displayed: | ||||||
3 | Enter the name of the template in the Name your template box. | ||||||
4 | In the Choose Template Type section, select the template type . Note that the template type should match the type of export in your list:
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5 | In the Choose Company Types to Export section, select the company types to export based on the template type you selected: For Project you can select from the following:
For Design Team and Company you can select from a full list of company types and subcontractor Divisions. | ||||||
6 | Once you Once you have made your selections, click Next. | ||||||
7 | In the Choose your columns menu, select the columns you want included in your export.
Note: Click Clear at any time to clear the selections in the Selected Columns section. | ||||||
8 | When you are done, click Save.
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To assign an export template,:
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From the Manage Export Templates window, select the template you want to assign from the list.
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2
Click Assign.
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In the Assign Export Template "All Participants" menu, select the users you want to assign to the template. Note that you can assign as many users to a template as you need.
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4
Click Assign.
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A message is displayed confirming your selection.