How do I export a form?

Forms

Create an export file to import into a third party application. 2017.08 or earlier.

Exporting a form

1. Click the Forms tab.

2. Click the Form Print Settings subtab.

3. Click to select Export.

Export checkbox

4. In the Export Options, enter the filename.

The filename identifies a file stored on a computer or network. If the file is stored in the default Caselle directory, enter the filename followed by the file extension (image.gif). If the file is stored in a different directory, include the drive name (d:\ap_vendors\image.gif).

5. Click Print (CTRL+P).

The report saves the form as an export file.

How do I export a form?

Exporting a form

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