This is done via a list page.
1. Click the search icon.
2. Type “Disclosures/Requests” in the search bar.
3. Select “Disclosures/Requests (My Office)” from the search results.
This takes you to the Disclosures/Requests list page. From here you can use the filters as needed to sort the data. You can also use the export icon to export this to Excel or other formats.
Last Updated on 6/26/2023
This is done via a list page.
1. Click the search icon.
2. Type “Disclosures/Requests” in the search bar.
3. Select “Disclosures/Requests (My Office)” from the search results.
This takes you to the Disclosures/Requests list page. From here you can use the filters as needed to sort the data. You can also use the export icon to export this to Excel or other formats.