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

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! 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: In these steps, user will be guided to export the staff records. Step 1: Run xPortal3000 Client. Step 2: Go to Staff Record. ^{Figure 1: Open Staff Record.} Step 3: From the Staff Detail Setup window, click Print. ^{Figure 2: Click Print.} Step 4: Select User window will be shown. Filter out which card group to be excluded during export file. ^{Figure 3: Select Card Group.} Step 5: Click OK. The report viewer will be shown. ^{Figure 4: Report Viewer of Staff Record.} Step 6: Click File > Export Document. You can select which export format that you prefer. ^{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. ^{Figure 6: Specify PDF Export Options.} . 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.* ^{Figure 7: Specify Password.} You will be prompted to confirm the Permissions Password* if you configure this password.* ^{Figure 8: Confirm Permissions Password.} When you want to open the exported file, you will be prompted to enter the open document password. ^{Figure 9: Enter Password to Open Document.} . . Step 8: Specify the location to save the exported file. You may also rename the File Name. Then, click Save. ^{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. ^{Figure 11: Open Export File Message.} Step 10: The exported file will be open if you select Yes as shown below. ^{Figure 12: Export File.} Step 11: Finished.
Document Date	21/08/2018 (Rev 1.0)