PST Check 21 Export

Configure the Export

Before using the PST Check 21 Export for the first time, you will need to configure it. Go to Tools>Options and click on Export in the tree view on left of the options screen.

 

Select PST Check 21 Export from the Export Format drop down box and then click the 'Configure' button. You will see the following configuration dialog box.

 

 

Enter the appropriate information and click 'OK' to save your settings.

Exporting Data

 

The PST Check 21 Export will export data using the Process Date. You do not need to retrieve the items in the grid before running this export.

 

Make sure that you have verified all the data for the items that you will be exporting.

 

You can get to the PST Check 21 Export a few different ways.

 

If you have the PST Check 21 Export set as your default export then you can also

 

You will see the following confirmation screen. Make sure all the data is correct and click 'OK' to start the export.

 

 

If the export file already exists you will be warned that it will be overwritten if you continue.

 

 

Click 'No' to return to the Confirmation dialog and change the filename, or Click 'Yes' to continue and overwrite the existing file.

 

If you have already exported files for this same Process Date you will be alerted  that files have already been exported for this date. You can choose to re-export those today's items or cancel.

 

 

 

If you choose to re-export, keep in mind that duplicate items may exist in the previous file. It is recommended to just do one export for each day. If there are duplicates within the export the user will be prompted with the duplicate item screen.

 

 

You have the choice to export this item again or to cancel and fix the items in question.

 

When the export is complete you get a confirmation message.