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Access the Export Tool

  1. Click Administration in the tabs along the top of the screen.
  2. From the Applications menu, select Export a Plan to PDF.
  3. The export tool dashboard includes the following sections.

    1. Schedule a New Export - click to define a new export
    2. Export Queue - sortable, filterable list of any exports that are scheduled to run
    3. Completed Exports - sortable, filterable list of completed or canceled exports
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