Importing/Exporting/Saving Files

Articles

Templates
This article applies only to OP 14 in the Cloud environment. For exporting and importing in a Client Server environment, click here . Overview When trying to import or export files within the Office Practicum Cloud Solution, you need...
Importing Documents
This documentation applies to the OP Cloud environment. To import a document into the OP Cloud: Click the Docs  button on the main OP toolbar to access the Document Management window. Click the New Document button. Select th...
Export Vendor Files
This documentation applies to the OP Cloud environment. To export vendor files from the OP Cloud: Create a claim file, statement file, or immunization registry file. Create a location on your desktop where you wish to export the file...
Saving Reports
You can use the Print to File function in OP Reports to convert reports to other formats.  Most commonly, the Print to File function will be used to save reports as a PDF file or an Excel Sheet. Note : When converting to another form...
Save Files