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Export the Custodians List

This feature enables the user to export the custodians list from the Recipients section to an Excel file.

How to download Recipients list for Released Holds?

Follow the below instructions to download Recipients list for Released Holds:

Instructions Screenshot for Reference
1. From the left pane options, go to Manage HoldsReleased Holds.
2. Select a hold from the list, and go to Recipients stage. Click Export CSV under the recipients section to export the Recipients list. clipboard_e3e45bd1839065246c33e5f71021b96ec.png

How to download Recipients list for Active Holds?

Follow the below instructions to download Recipients list for Active Holds:

Instructions Screenshot for Reference
1. From the left pane options, go to Manage HoldsAll Active Holds. Hover over and click on a particular response from the card.
 
2. Click Export CSV under the recipients section to export the Recipients list.

OR 

 
1. From the left pane options, go to Manage HoldsReleased Holds.
 
2. Select a hold from the list, and go to Recipients stage. Click Export CSV under the recipients section to export the Recipients list.
 
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