Export Schema - Data / PS Tools
To export your firm's schema:
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Click Admin in the toolbar in the upper-right corner of the window.
The System Administrator Dashboard page opens.
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Click Export Schema link in the Data / PS Tools section.
The Export XML Schema dialog box opens.
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Do one of the following:
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Select the Editable button if you only want to export editable fields.
This is our best practice recommendation.
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Select the All button if you want to export all fields.
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Do one of the following:
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Select the Include button if you want to include firm-defined fields.
This is our best practice recommendation.
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Select the Exclude button if you want to exclude firm-defined fields.
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Click Export.
The export job begins processing. Once the job is complete, the system asks if you want to save the generated .xsd file.
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Click Yes.
A dialog box opens.
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Save the file to a folder where you will be able to find it.
The file name will follow the format task_XXX.xsd, where XXX is a number.