Note: All data in the contact record is exportable to Word except for data in the estate tab, which is exportable to Excel.
1. Click "Export" from inside the contact record, and click "Word" from the dropdown.
2. Save the file to your desired location. Note that if your browser settings automatically save this file to a specified folder, you will not see this prompt and the file will be saved automatically with this pop-up appearing.
3. Open the file from the bottom of your browser window or from the appropriate file on your hard drive.
4. Once opened, the Word file will look like this:
5. If you want to save the export as a PDF, click "Save as", select "PDF" from the "File Format" dropdown, and click "Export". The PDF file will save to the same location as where the Word file is saved.
