You have the ability to export submittals, contacts, and companies into excel, csv, or PDFs. Let’s start with exporting submittals before we move onto exporting contacts and companies.
Step 1: Login to Closeout.
Step 2: You should be dropped into your Projects Tab View. Click on “Projects” on the left-hand navigation to access your dashboard.
Step 3: Click on the desired "Project name" to enter the correct Project.
Step 4: You will always know if you’re in the correct Project by looking at the top white information bar where it says, Project Name. You can also switch Projects there if you click the down arrow and choose the appropriate Project.
Step 5: Once you are in the desired Project, click on the "submittals icon" in the left-hand navigation to access your submittals for your Project.
Step 6: You should see all of your submittals for your Project based on your current filters. Choose some or all of your submittals that you would like to export by checking the boxes.
Step 7: Once you are satisfied with your selections choose "Export" to expose the dropdown to choose what format you want to export to (excel, csv, or pdf). Your excel, csv, or pdf will now be available to access on your device outside of Closeout.
Step 8: To Export contacts click on the "directory icon" in the left-hand navigation
Step 9: Repeat Steps 5 and 6 to export some or all of your contacts.
Step 10: To export companies click on the "companies tab" at the top of your directory
Step 11: You will now be able to complete steps 5 and 6 to export and manage your companies in your directory outside of Closeout.