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Exporting Documents

Important: The ability to export documents is available only if it has been enabled. Contact your document control administrator if you have questions.

To export documents (save them to a local disk) in their existing file formats, use the Print Multiple Documents report. Refer to Report: Print Multiple Documents for detailed instructions, along with the changes noted below.

After clicking Next in step 4, you will see the Export Documents output option, as shown below. For step 5, click Export Documents.

In step 7, click Export Documents, read the security warning, and then click Continue.

Then, when you see the alert below, click OK.

Periodically check your email in box for a message with the following subject: "Document Export Notification." When the message arrives, open it and click the download link.

Note: If you are not set up to receive email notifications from PolicyTech™, click MY TASKS, click Messages, and then click Inbox. Click the Document Export Notification message to view its contents, and then click the download link.

PolicyTech opens in a browser window. If you see the login window, log in as you normally would. You should now see a Windows system prompt asking if you want to open or save the download zip file. Save it to disk, and then unzip the files.