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Notes:

  • Only active users with a license, access rights, and the view, download/Export Excel, and download/Print Controlled privilege can print and export a record. If you do not have access, please contact your company owner or system administrator to request the access and privileges necessary to perform this action.

  • The export feature is only available on the Enterprise Plan.

When you click on the vertical ellipsis icon a drop-down menu will be displayed where you will find the options to print or export the record.

Example of the Location Inside a Form

Drop-down Menu Options:

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