Yeti allows you to easily export your client or subcontractor contracts for reporting, backups, or sharing.
Table of contents:
Export Options
You can export data in two ways:
- By selecting specific companies and clicking the Export button.
- By using the search filter to narrow results and then exporting the filtered list.
Exporting from the Clients Page
Go to Clients Page
Either:
- Select the checkboxes next to the Clients contracts you want to export, then click Export.
- Use the search field to find specific Clients contracts, then click Export to download the filtered results.
- Select the export spreadsheet button to export all client contracts
Exporting from the Sub-Contractors Page
Go to Sub-Contractors page
Either:
- Select the checkboxes next to the Sub-Contractors contracts you want to export, then click Export.
- Use the search field to find specific Sub-Contractors contracts, then click Export to download the filtered results.
- Select the export spreadsheet button to export all subcontractors' contracts.
