Bulk Export Word Template

Using Click2Export, you can export Word Template for multiple records at one go. Let us see how this can be achieved.

  • Go to the entity for which Word Template is configured.

  • Choose the required View then select multiple records and click on Click2Export button.

  • The following Click2Export UI will open.

Report Templates: This is where you will have to select the CRM Report Template for the Word Template that you would want to export.

Selection Mode: Unlike SSRS Report, in case of Word Template exported files can only be generated per record basis.

File Format: This is where you can select the format in which you would like to export your Word Template. Currently, Word Template can be exported in Word and PDF formats.

You can read more about Action and Email Section from here.

For further queries, reach out to us at crm@inogic.com

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