Exporting Note Formats

To export one or more Note Formats to a ZIP file:

  1. Access the Note Format Manager. See Accessing the Note Format Manager

  2. Do one of the following:

    • Select a single Note Format, then click the Actions icon, and then select Export.

    • Select multiple Note Formats, then click the Gear icon, and then select Export.

  3. Choose a destination folder for the export file.

  4. Click OK.

    The export process will run in the background. Check Messages to view the notification once the export is complete.

    Note:

    The "Export Process Status <date/time>.txt" file, which is generated in the My Library folder after the export, lists the status for each Note Format export.

    For example:

    The export process initiated by admin started on Jun 11, 2021 9:16:20 AM and was completed on Jun 11, 20219:16:20 AM. The details are below.Artifact Note Format 1 of type Note Format was successfully exported.
  5. Download the export file from the Library to your local file system by clicking on the export file name.