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How to Generate Document Upload Reports?

Watch the steps. (00:41 Secs)

Or, follow the steps below:

  1. Logon to LegalXGen
  2. Go to Documents. Your link should read as ‘ Docs’
  3. Select appropraite filters:
    – Only Documents
    – Appropriate Date Range (Choose last option, Advance Option to enter from and to date)
    – Group by Users
  4. Once the report is loaded click on ‘Export to Excel’
  5. That’s it! You’re done.

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