Steps to take Docentric reports backup

 

Steps to take Docentric reports backup

1.                  Go to All Workspaces > Docentric AX.

2.                  Click Reports.

3.                  On the Action Pane, click Tools.

4.                  In the list, select all rows.

5.                  Click Export setup data under Import/Export.

6.                  Click OK. This will download an .Xml file with Docentric configurations.

7.                  Click Download template files under Manage templates.

8.                  In the Company field, enter or select a value if you want to export for specific company, else leave it blank

 

9.                  Click OK. This will download the .xml file with Docentric templates.

10.             If you want to download only custom templates, Click Download template files.

11.             In the Customization level field, select Custom templates option.

12.             In the Current template storage type field, select Azure blob storage option.

13.             Click OK. This will download .xml file with only custom Docentric templates.

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