To export your Contacts, Calendar data, Time records, and basic Matter information:
- Click the down arrow at the top right and select Firm Settings from the drop-down menu.
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Select Your CARET Legal Account from the navigation bar to expand it, then select Export and click Download Data in the main screen.
- The following message displays:
To export your Accounting information:
- Navigate to the Accounting section and select the tab that contains the data you would to export.
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Click on the Print icon to print to PDF or click on the Download Spreadsheet icon to export to an Excel file.
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Under the Reports tab, click on a report to open and export it using the icons on the tab bar.
To export your Documents:
- Navigate to your list of Matters, then click the Matter No or the Open in a New Tab icon in the right-hand column to view the Matter details.
- Select the Documents tab, then click the Bulk Download icon on the toolbar to display a drop-down menu.
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Select Download Entire Matter or Download Current Subfolder.
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Select Download Entire Matter or Download Current Subfolder.
Documents within a Matter are exported individually.