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Save Current View as Document

  1. In the Actions menu, select Save to Documents.

    A window opens.

  2. In Folder for Generated Document, select the folder to save the document to.

  3. Enter a File Name for the document.

  4. Select Send email notifications? to send an email notification to anyone who is a member of the folder.

  5. Select Save.

  6. View your document:

    1. Navigate to the Documents page.

      The Documents page is a third-level tab under the Details sub-tab.

    2. In the Documents pane, navigate to the folder where you saved the document.

      The document appears in the folder.