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How to Export a Person’s Information or Business Portfolio from the Director Dashboard

At the top of the Director Dashboard, click the Export button located in the top right-hand corner. 

You’ll then see a preview of the information that will be exported, along with an optional field to add a reference. Once you’ve reviewed the details, click Export at the bottom of the form. 

After the export is complete, click the bell icon in the top right corner of your screen to view the file. Then, click Download to save it to your computer. 

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