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      Export your Plugnotes

      The 4 different options to export your plugnotes!

      There are 4 different options to export multiple Plugnotes at once:

      1. CSV: How to download CSV files for your device in bulk;
      2. PDF: How to export PDF files in bulk;
      3. Excel without a table: How to export Excel contents;
      4. Excel Table: How to export Excel files with a table and/or attachments.

      Option 1 - CSV

      • In a Plugform, on the list of Plugnotes, click on the "Export" button, then "Download as CSV":

      • The CSV file will automatically be added to your downloaded files on your computer, tablet, or mobile:


      Option 2 - PDF in bulk

      • On the first column, select the "checkbox" icon to select the report list:


      • All the reports will now be selected and a new "Export PDF" button appear. Press this icon to export all of them in a simultanium. To deselect the checkbox, just press on the icon:
      • A new pop-up will appear with the settings options. Set up as you wish and press "Print" to export all reports as a PDF file:


      Option 3 - Plugforms without table

      • In a Plugform, on the list of Plugnotes, open the screen on the left or select the Excel icon:

      Note: If you have activated a code for your Plugnotes, you will even be able to access the attachments of a Plugnotes in your Excel table.
      • Please indicate to which email you wish to send the table. This can be your default or any other email you would like to add;
      • Leave or change the subject and the content of the email, then click on "send";
      • If you do not see the email appear in your mailbox, please check the spam.


      Option 4 - Plugforms with a table

      • To export your Plugnotes with tables, we can choose 3 different options of "Export to Excel":



      Export Excel 1: The most simple version



      Export Excel 2
      You will be able to see the content of the tables in one sheet. First some basic information such as the Plugkey, and Plugnotes, and then the number of field-related for example... In the last columns, you will see the values you have inside your table:




      Export Excel 3: The most complete version
      You will have the values you have in the tables and also the mix between the 2:



       

      To export attachments

      When you request to export all Plugnotes attachments, all attachments of your existing Plugnotes will be sent as a zip file to your email address.

      • To do this, click on the "Export appendices in ZIP" button, then click on "OK":

      • An email will be sent to the email address linked to your Plugnotes account:

      • By clicking on the link, a zip file will be downloaded with all the content and you will find in this document all the attachments of your Plugnotes.

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      Video Explanation

       

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      Customer Success
      If you have any questions, please contact our Customer Success Team