Export Client Selections to Excel

OBJECTIVE

To export Client Selections to Excel from ConstructionOnline.

BACKGROUND

If there is one thing your clients love, it is the ability to customize as much of their project as possible. By using Client Selections, you'll be able to present them with Selections in a clean format that is user-friendly and easy to interact with.

STEPS TO EXPORT SELECTIONS TO EXCEL

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials tab
  3. Choose the Client Selections category
  4. Click the gray 3-Dot Action Menu at the top right of the Selections pane
  5. Select Export to Excel
    1. The Excel file will automatically download

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.