Request and download documents from authorised data
Read request state and permissions before waiting for or downloading a document.
Task 1
Export composition, execution and download
Before you start
- Permission for the document type and selected companies; document generation must be available.
Steps
- Choose the relevant DOCX register or XLSX export and specify companies, filters, dates and template.
- Review the revision before confirming. Open the request detail to check progress and any errors.
- Use the download command when the file is ready. Create a new request when you need refreshed data.
What to check
You distinguish request, captured data, available file and download; an error is not a delivered file.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support