Export a Case

Important! When exporting a case or when using "save as" with a shared case, ForeSight removes contact connections to Contact Management from the case. ForeSight does not copy one user's Contact Management information to another user. It only copies the case data.

Tip Icon This feature is available in on the Cases, Folders, Shared Cases and Home Office pages.

Use the export feature to save a case file to a location on a network or PC. This is especially useful for copying a case from one installation of ForeSight to another. After exporting a case file, use the Import feature to import the case file into a different installation of ForeSight.

NOTE: You can export only one case at a time. ForeSight saves the case file with the .fse file extension. This feature is not available on the iPad.

  1. On the left, click the Case Management navigation button to open the Cases page.

    Or if applicable, do one of the following:

    • If you know the folder in which the case is stored, click the Folders navigation tab and then click the name of the folder in the Folder Name column of the Folder Management grid to display only the cases within the selected folder.
    • If this is a shared case, click the Shared Cases navigation tab to open the Shared Cases page.
    • If you are a Home Office user, click the Home Office navigation tab.
  2. Locate the case to export in the Case Management grid.
  3. In the right column of the Case Management grid, click the Export link for the case to export.

  4. Use the web browser's procedures to download and save the exported case file. The procedures vary by browser and browser version.

  5. In Internet Explorer, a notification bar appears at the bottom of the window.

    Windows Notification Bar

    Do one of the following:

    • Click the Save button to save the export case file to the default download location on your PC.

      Tip Icon In Windows, the file downloads to the Downloads folder on your PC.

    • Click the Down Arrow on the right of the Save button and click Save as to open a typical Windows Save As dialog box where you browse to a folder location in which to save the export case file.
    • Click the Cancel button to cancel the export.

    NOTE: The export case file name always has a .fse extension. The default file name begins with the export date and time, for example, 2018_04_12_11_18_48_755.fse. After saving the exported case, you can rename the case file, but be sure to keep the .fse file extension. Example: Rename 2018_04_12_11_18_48_755.fse to JohnSmithVUL12.fse.

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