Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Integration

Export staff to FileCabinet CS

If you're licensed for FileCabinet CS, use the Export staff screen to export staff information to FileCabinet CS. You can also export staff to a standalone XML file.
Follow these steps to export staff:
  1. Select
    File
    ,
    Export
    , then
    Staff
     to open the Export staff screen.
  2. Mark one or both of the checkboxes to select a destination for the exported staff:
    • FileCabinet CS
      —Mark this checkbox if you want to export staff to FileCabinet CS. If you have more than one FileCabinet CS data location set up, select one from the dropdown. A new drawer is created in FileCabinet CS for each exported staff member.
      • If you want to create a Practice CS folder in each new FileCabinet CS staff drawer, mark the
        Create a Practice CS folder in FileCabinet CS Clients
         checkbox.
    • Other
      —Mark this checkbox to export staff to a standalone XML file. Select More button and go to the folder where you want the XML file to be saved.
  3. If you want to narrow down the list of staff to be exported, select a filter from the dropdown in the Filter field. To create a custom filter using criteria that you specify, select More button
  4. Select
    Export Selected
     to export the staff to FileCabinet CS or to an XML file.

This article applies to:

  • Product: Practice CS
  • Subject: Integration