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Problem (Issue) Statement:

How to Export Staff Record in PDF Format by Using xPortal3000 Software

Description:

This software provides a way for user to export the staff records list into several document types such as PDF, HTML, MHT, RTF, XLS, XLSX, CSV, TXT and Image file.

Related Software:

xPortal3000 3.0.0.5 or higher

Related Hardware:

NIL

System Application:

Door Access System

Symptom and Finding:

NIL

Cause:

NIL

Solution:

Warning

title	Warning!

Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable
Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

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Summary

To Export Staff Records.

Step-by-step Guide:

To Export Staff Records:

In these steps, user will be guided to export the staff records.

Step 1: Run xPortal3000 Client.

Step 2: Go to Staff Record.
Image Modified
^{Figure 1: Open Staff Record.}

Step 3: From the Staff Detail Setup window, click Print.
Click Print Image Modified
^{Figure 2: Click Print.}

Step 4: Select User window will be shown. Filter out which card group to be excluded during export file.
Select Card Group Image Modified
^{Figure 3: Select Card Group.}

Step 5: Click OK. The report viewer will be shown.
Report Viewer of Staff Record Image Modified
^{Figure 4: Report Viewer of Staff Record.}

Step 6: Click File > Export Document. You can select which export format that you prefer.
Select Export File Type
^{Figure 5: Select Export File Type.}

Step 7: In this step, we will export to PDF File. Configure the Export Options according to your preferences. Then, click OK.
Specify PDF Export Options Image Modified
^{Figure 6: Specify PDF Export Options.}

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Tip

title	Tips

To tighten the security of the exported files since it contains confidential information of the staff, you need to configure the Password Security.

Eg: You can specify the Password to open the document or Permissions Password for editing.
Specify Password
^{Figure 7: Specify Password.}

You will be prompted to confirm the Permissions Password if you configure this password.
Confirm Permissions Password
^{Figure 8: Confirm Permissions Password.}

When you want to open the exported file, you will be prompted to enter the open document password.
Enter Password to Open Document
^{Figure 9: Enter Password to Open Document.}

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Step 8: Specify the location to save the exported file. You may also rename the File Name. Then, click Save.
Specify Export File Location Image Modified
^{Figure 10: Specify Export File Location.}

Step 9: You will be prompted to open the exported file. Click Yes to open the file or No to exit.
Open Export File Message Image Modified
^{Figure 11: Open Export File Message.}

Step 10: The exported file will be open if you select Yes as shown below.
Export File Image Modified
^{Figure 12: Export File.}

Step 11: Finished.

Document Date

21/08/2018 (Rev 1.0)

Status

subtle	true
colour	Yellow
title	Proof-read

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Section

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Versions Compared

Old Version 4

New Version Current

Key

Users are not recommended to run any xPortal software in Windows XP operating system as the system is unstable

Users are also advised to stop the xPortal Services before shutting down the Server PC to prevent any missing transaction issues.

Summary

To Export Staff Records.

Step-by-step Guide:

To Export Staff Records:

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