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Exporting records to PDF or CSV

Users can export records they have access to from the Brief Connect Dashboard. The supported export formats are PDF and CSV. image.png

Exporting Records to PDF

  • Select the record(s) you want to export.
  • Press 'Export selected records as PDF'.
  • Confirm by pressing the 'Submit' button.
  • The generated file will be emailed to your email address within a few minutes.

For more information about what is included in generated PDFs, how snapshots differ, and why some downloaded PDFs may prompt for a password in certain PDF clients, see Working with PDF Packs and Snapshots.

Exporting Records to CSV

  • Select the record(s) you want to export.
  • Press 'Export selected records as Excel'.
  • Select the columns you want to include in your export.
  • Press the 'Generate file' button.
  • Wait until you see the 'Open file' button.
  • Press the 'Open file' button.