User guide

Creating a Processed Data Export Job (Export Processed Data/New Process Export Job)
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To save a new template based on manually selected fields, click the drop-
down list, choose Save As, click . The Save Template As dialog
appears.
Select from the following:
• System Template - available to all Export Jobs
• Client Template - available only to the Client
For System Template or Client Template, enter a meaningful name for
the template.
• File - saves to a physical .INI file in selected location
For a File template (.INI), click to display the File Browser dialog.
Browse to a location, enter a filename, and click Open. The Save Tem-
plate As dialog appears indicating the pathname in the Location field.
Click Save.
To select an existing user created field list template saved as a physical
.INI file, click the drop-down list, choose Browse, and click . The Open
dialog appears. Browse to the saved template (.INI) file and click Open. A
warning dialog box appears indicating that loading fields from a template will
clear any selections, including group fields and field label modifications. Click
Yes to continue.