The Document Profile Export provides details of a Documents configuration. You may need to provide this to the Penelope Team for custom reporting or data migration purposes.
How to Download
To download your agencies Document Profile Export follow the instructions below.
1. Login to Penelope using an account that has access to the Setup sidebar (Intake-Mgmt or Admin-Executive).
2. Open the Setup sidebar on the right hand side of your My Home screen.
3. Click Document List.
4. Click the Title of the Document you would like to download a Profile Export for.
5. In the Currently In Use/In Progress section click Profile Export.
The export will download immediately as a CSV file.