How to download the Unit Registry

To download the Unit Registry, go to Menu > Trust Register > Trusts > click See Fully Profile, open the full profile of a trust, and 

2021-07-21_13_10_28-Greenshot.png

Click on the sheet icon located at the top right corner of the Trust’s profile.

2021-07-21_13_13_44-Greenshot.png

2021-07-21_13_13_44-Greenshot.png

  • Export PDF: select option to download a PDF file on the Trust profile.
  • Export Unit Registry: Choose to export the Unit Registry as a PDF file or an excel spreadsheet.
Was this article helpful?
1 out of 2 found this helpful
Have more questions? Submit a request