Export to CSV – Setting up fields export to CSV

You can export yourdocument details to CSV. Go to thedocument list and select the documents that you want to export to CSV. On top right of document list, exportbutton will appear.

Export All: Export all fields set up in your settings

Export General: Export fields without line items – items in your invoice that got extracted to ASSIST

‍

‍

1. Click on Profile (Bottom left corner)
2. Export Configuration