Export Selections to Excel

CONSTRUCTIONONLINE - EXPORT SELECTIONS TO EXCEL

OBJECTIVE

To exports Selections from ConstructionOnline to Excel

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using ConstructionOnline's Client Selections feature, you'll be able to present Selections to them in a clean format that is user-friendly and easy to interact with.

STEPS TO EXPORT SELECTIONS TO EXCEL

  1. Select Client Selections from the left menu
  2. Choose the correct project from the dropdown menu in the top left of the screen
  3. Click the Actions dropdown menu at the top right of the Selections screen
  4. Select Export to Excel
  5. Open or Save the file
  6. Click OK

VIDEO


RELATED TOPICS

  • Export an Estimate to Excel

SUPPORT

For more information on Client Selections, contact UDA Technologies at 800-700-8321.