Exporting a complete Template dataset or selected Endpoint records is in principle equivalent to the features described in chapter D.4.7.14 Exporting Endpoint study records. The only difference is that Templates do not contain the Substance-related part, i.e. sections 0 to 3.
Exporting a single Endpoint study or Summary record
To export an Endpoint study or summary record
Open theTemplate and click the Section tree tab. Expand the sections as appropriate or query for the desired record.
Right-click the record name in the section tree.
The Export assistant comes up and guides you through a several steps Export dialogue: Verify or change the default properties, for which the record shall be exported, specify the path and name of the export file, set Ownership protection options, and click the Finish button. For details, see chapter D.4.7.14 Exporting Endpoint study records.
Exporting several or all Endpoint study / summary records of a Template
To export several or all Endpoint study records of a section or the entire Template
Go Home
to the Task panel if you are not already
there.Under Template
, click Update.In the Query results pane, right-click the Template to be exported and from the menu displayed, click the Export command.
The Export assistant comes up and guides you through a several steps Export dialogue: Verify or change the default properties, for which the record shall be exported, specify the path and name of the export file, set Ownership protection options, and click the Finish button. For details, see the instructions on Exporting several or all Endpoint study records of a section or dataset.