Learn how to export client data in WebLedger quickly and efficiently. In this step-by-step guide, we walk you through selecting clients, using bulk actions, and exporting complete client data with the required identity type.
Whether you're backing up records or sharing client data, this tutorial will help you complete the export process smoothly.
What you’ll learn in this video:
• Where to find the Bulk Actions option
• How to use the Client Export feature
• How to choose Full Data Export and identity type
• Final steps to export client data successfully
Complete Tutorial Series:
https://www.youtube.com/playlist?list=PLlPbODc20c-p-GfZ_OgYeodrWlbn1BHSq
