SAVING A FILE TO A CMS

To save a file to a CMS from within Costpoint, you must first create the Alternate File Location ID for the CMS folder in the Manage Alternate File Locations screen.

To generate a report file and save it to a CMS, complete the following steps:

1. On the screen, set the parameters for your report.

2. From the menu, click File » Print Options, or click on the toolbar.

3. Select the Print to File check box.

4. On the File Options tab, select the File Type and enter the File Name.

5. In the Alternate File Location field, enter, or use to select, the CMS to which you want to export the report file.

6. Click OK.

7. Click . The application generates the report file and saves it to the CMS.

To generate an export file and save it to a CMS, complete the following steps:

1. On the screen, set the parameters for your export file.

2. In the File Location field (the name used in most screens), enter, or use to select, the CMS to which you want to save the export file. displays the alternate file locations you set up for the content type in the Manage Alternate File Locations screen.

3. Click . The application generates the export file and saves it to the CMS.