How to export my list of trusts to excel

For more information, please refer to the instructions below:

Navigate to Menu > Trusts, in order to open your list of trusts. 

Screen_Shot_2562-01-29_at_10.11.56.png

Click on 'Actions' and select 'Export to Excel'.

2.png

An additional pop up appears when you can select data to export. 

3.png

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.