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How To Export Global Search Results

Objective:

  • Print/save conflict search Results
  • How to Export Conflict Check

Environment:

  • Clio Manage

Additional Information:

Results will be saved as a CSV (Excel) file.

Procedure:

  1. Perform a Global Search
  2. Select the Category that you would like to export in the left menu (ie. Matters, Contacts, Calendar Entries, etc.)
  3. Select Export
  4. Leave Export all columns selected
  5. Click Export

 

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