Portfolio treaty list
Portfolio treaty information can be exported to a comma-separated text file.

Procedure
To export portfolio information:
- Select .
- Select a portfolio from the list. Enter a partial name into the portfolio name text box or use filter operators in other columns to quickly identify a portfolio when the list of portfolios is long.
-
Enter (or browse
) path for export destination; this must be a network (UNC)
path.
- Enter a name for the resulting file.
- To close this dialog box automatically once the export is complete, enable the Close on Export toggle.
- Click Export.
- To monitor the progress of this task, see the Activity Monitor.
