Create a Client List

KB011 - Functionality to export a client list from Volume

A client/file list can be produced in most popular file formats such as Excel or CSV for example. A scanning bureau may require this list to match paper files with the file IDs stored in Volume. 

1

Open Volume, select the 'Reports' menu then ‘Mailing Lists’.


2

Select the filter as appropriate or leave everything blank to select all available files. Click ‘Apply Filter’.


4

Click Next.

For scanning bureaus select ‘CSV File’ and Start Export.

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