Table of Contents

Export Master Policies to Another Program

You can export to PDF, Microsoft Excel, CSV, and RTF.

 

  1. Open the Master Policies module of the account you plan to edit.
  2. Click Export at the top. 
  3. On the Export window, select a format for your list.
  4. Click Export.
  5. Click the down arrow on the Master Policies icon at the lower left of the window, then click Open.
  6. View, print, or download your list of Master Policies.

You can adjust which columns are shown in your list of Master Policies by selecting the Columns option in the Module Grid.  Read more about adding columns.