User guide

Chapter 5, Creating Clients, Projects, Custodians, and Jobs
5-14 Ipro eCapture User Guide www.iprotech.com
Q1 2014 877-324-4776
Exporting Custodians and Containers
for the Project
A list of existing Custodians and Containers for the Project may be exported
for reporting purposes as well as checking the required formatting required for
importing Custodians into a Project. If there are no Custodians or Containers
in the Project, the .CSV file will display the column headers only.
1. From the Client Management tree view, select the Project.
2. From the Information Panel, do one of the following:
• Click the Custodians tab.
Click to open the Save As dialog. A default filename
appears in the File Name field:
Custodians_[Project name of Proj-
ect]_year_month_day_[hr_min].CSV
Navigate to the location where the file will be saved.
Click Save. The .CSV file will contain the following column head-
ers:
•Custodian Name
• Custodian Description - column required, description optional
•Job Name
•Container Name
• Container Path
• Click the Containers tab.
Click to open the Save As dialog. A default filename
appears in the File Name field:
Containers_[Project name of Proj-
ect]_year_month_day_[hr_min].CSV
Navigate to the location where the file will be saved.