Create a Client List

KB011 – Functionality to export a client list from Volume

A client/file list can be produced in most popular file formats such as Excel or CSV for example. A scanning bureau may require this list to match paper files with the file IDs stored in Volume.

1

Open Volume, select the ‘Reports’ menu then ‘Mailing Lists’.

2

Select the filter as appropriate or leave everything blank to select all available files. Click ‘Apply Filter’.

4

Click Next.

For scanning bureaus select ‘CSV File’ and Start Export.