This document is a step-by-step guide to demonstrate how to export Billing Templates in Docket. If you still have questions or need additional support, please contact us via live chat at https://www.yourdocket.com/
Exporting Billing Templates #
Step 1: Open up your Docket account and click Templates from the sidebar
Step 2: Click the Actions drop down and select Export
Step 3: The file will export and download. If you are on a windows computer, your download will show in the bar at the bottom of your screen
Step 4: Click the file to open Excel
VIDEO: Exporting Billing Templates #
Thank you for taking the time to learn how to export billing templates in Docket! We value your time and appreciate you taking a moment to review the steps with us. We know there is a lot to learn so we hope these documents provide you with an peace of mind and a user-friendly way to train your employees and freshen up on the processes. If you come across a better way to complete these tasks, we are always open for feedback!