Skip to Content


Configuring an Export Template

CMW Tracker supports the ability to export records to Word, Excel or PDF files. In order to configure that, you need to first create a template, in the form of an either Microsoft Word or Microsoft Excel file and map CMW Tracker fields to specific places within that document/workbook. To configure an export template file: 1. Create a new Microsoft ... Read More

Uploading a Template File into CMW Tracker

After you have your export template configured, upload it into CMW Tracker. To upload an export template file: 1. In the «Application» setup, go to «Export Settings». 2. Click «Add Template» > «Upload a file» and choose your Word/Excel template. 3. Click «Save & Close». As soon as you upload the export template, the «Export to File» button i... Read More