Downloading a Request List

You can download an organizer request list to a CSV file. The downloaded request list can be uploaded to replace a request list for the same or a different binder's organizer. Request lists downloaded from Engagement Organizer are automatically saved in the CSV format that is required for upload to another organizer. See Replacing a Request List for instructions.

Tip: Save the downloaded request list in your Engagement Binder so that you have a record of the items requested.

Download a request list from the Organizers list page.

1. Click to open the Organizers list page.
2. If needed, use search to locate the appropriate organizer.
3. Select the check box for the organizer with the request list you want to download.
4. Click Request List at the top of the page.
5. Click Download.

Download a request list from an organizer page.

1. Open the organizer, if it isn't already open.
2. Click the More menu button at the end of the top row of the request list table.
3. Select Download Request List.
4. Click Yes.