Exporting Excel

Watch the following video to see how to export an Excel message schedule.

Follow the steps below to export an Excel message schedule for client review.

FileMaker Pro

Step 1 Go to the SIGN table

Step 2 Press the Export Button in the Toolbar

Excel options (optional)

Step 3 Select fields that you would like to export.

You can modify by adding or subtracting fields that you would like to be displayed in the report.

Be sure not to remove the serial field as this is required for reimporting later.

Step 4 Press Export Button

File will automatically be exported to the Excel folder within the SignAgent Pro™ folder.

If Rosetta is not installed on your computer you will need to export under File: Export Records: Excel workbook (.xlsx) and save it to the Excel folder manually.