For more information, please refer to the instructions below: 

To download the Unit Registry, go to the Trust list, (Menu > Trust), open the full profile of a trust, and click on the sheet icon located at the top right corner of the Trust’s profile.

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  • Export PDF: select option to download a PDF file on the Trust profile.
  • Export Unit Registry: Choose to export the Unit Registry as a PDF file or an excel spreadsheet.
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