Exporting a Journal

 

Exporting a Journal allows the user to produce a printed version of journal entries associated to a specific case. An entire journal or selected journal entries may be printed, however only 50 records can be exported at one time.

From within the context of a case:

  1. Click Journal from Utility Navigation. The Journal List window opens.

  2. Select the check box located at the top to select all journal entries or select the check box(es) next to specific journal entries to export.

  3. Select PDF, Word or Excel from the Export drop-down menu, as appropriate.

  4. Click the Go button. The File Download window opens.

  5. Select Open or Save, as appropriate, then choose the print function for the selected program.

  6. Close the Journal List window.