Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.

It is possible to extract data from most of the 360 windows of the application.

For example, let's take the list of your matters:

Step 1: Go to your matter list

Step 2: Once in the 360 window, the Excel icon is located in the upper left corner.

Step 3: You will then see a new page open and your file upload will begin.

Note:

If filters are applied or if a manual selection is made, as in the 360 window, the content of the Excel file is influenced.

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