CaseMap spreadsheet data exports cleanly into a Microsoft® Excel spreadsheet, where fields and columns, and cells and fields, automatically synchronize between the two applications.
| 1. | In the Case Shortcuts pane, click any Objects or Authorities spreadsheet (e.g., Documents) to open it. |
| 2. | In the Objects - Documents (example used) list, select the record with a linked file that you want to send to Sanction. |
| 3. | On the File tab, under the Send To option, click Microsoft Excel. |
From the Objects - Documents list, you can also right-click on the record being sent to Microsoft Excel, and then click the Send To > Microsoft Excel > Spreadsheet.
| 4. | Under the Microsoft Excel header, click the Spreadsheet button. |
Or use the keyboard shortcut: SHIFT + CTRL + T.
Microsoft Excel automatically launches and displays the spreadsheet data you exported.
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