15. Printing or Exporting a Template
For hardcopy records, an account template can be sent to a local printer connected to the PC running the RA4200 Remote Access software.
The PRINT / PREVIEW tool also allows exporting an account template to an Excel .XLS fi le or an Adobe .PDF fi le.
Use the following steps to print out or export an account template:
1.Open an account template in the RA4200 software. (Only one template can be open at a time.)
2.From the FILE menu select PRINT / PREVIEW or on the toolbar, click the PRINT icon.
3.The Account Information print preview window will be displayed. The preview shows the account template contents detailed on separate pages. The page that’s currently displayed and the zoom level can be selected using the page navigation icons in the window.
4.To print the account template,7 select the printer icon. The Windows print dialog box will appear, select any options, then click PRINT.
5.To export the account template, select the disc icon and choose Excel or Acrobat (PDF) fi le. Choose the fi le destination and click SAVE.
PRINT BUTTON
EXPORT BUTTON
Print Preview Window
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