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.

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