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Is it possible to export worksheet data?
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Last Updated
13th 2009f December, 2009
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Data can be exported from a worksheet by using documents and custom tokens.  The worksheet must be designated as a client's primary planning form.  The document must be linked to the event type for that client.  Setup > Event Planning > Worksheets.  Create a new worksheet (use "Create New Worksheet" button) or select an existing worksheet. 



View the custom tokens for the worksheet.  Hover your cursor over any data input field.  A bubble will appear displaying the individual custom token for that field.  To view all custom tokens at once for all fields, locate the "Actions" section at the top of the worksheet.  Select "Token List" from the drop-down box.  A pop-up window will appear displaying all fields and all custom tokens.  We suggest the latter method if you will be using multiple custom tokens. 




Custom tokens pop-up window.  We suggest keeping this window open. 




Setup > paperwork > Document - Click "New Document" button. 




Enter a name for the document.  Select the visibility of the document (must at least be "Adminstrator").  Customize the body of the document.  Look at the pop-up window for custom tokens.  Highlight and copy the token you wish to use in your document.  Paste the token into document body.  Click "Save" when completed.




Setup > Event Planning > Events - Select the event type you want your new document to apply to.




Locate "Additional Documents" section.  Highlight your new document.  Click "Save" button. 




Open a client folder.  Click "Paperwork" tab.  Click "Edit" button.




Locate "Primary Planning Form" section.  Verify form is the same worksheet name you used custom tokens to make your document.  Select from  drop-down box if change is needed.  Locate "Additional Paperwork" section.  Select your document from drop-down box.  Click "HTML" or "PDF" button to view.  Document may be printed from pop-up window.
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