Bulk Export Portfolio Sites on Automeasure
Bulk Export Portfolio Sites on Automeasure
Now, you can handle portfolio sites like a pro with the Bulk Exporting feature on Attentive.ai’s Automeasure. Our Bulk export feature is designed to simplify how you access & export portfolio sites in bulk.
Show Transcript
Hello there. Today we will be discussing how to use the bulk export feature on Attentive.ai's Automeasure platform. This feature allows you to export your portfolio sites directly from their respective folders. For instance, if you have a large portfolio, the properties are sent to you in a folder.Here on the measurement screen, you can see a folder containing all the sites you wish to export to do this. Simply click on the export button next to the folder upon clicking the platform will ask if you wish to generate an export for this folder. This process may take some time and the generated export will be sent to your email to proceed. Just click the platform will then notify you that your exports are being generated and that you will receive an email with a download link soon. It's as simple as that. Another method of exporting is by clicking on the check box next to the folder. This reveals the export button. The difference here is that you can choose the format in which you want the export. For instance, if you want the export in Excel format, click on Excel, ensure all the features are includednd then click on send to email. Once your takeoff is completed, it will be sent to you in Excel format.Another interesting feature is the ability to export multiple folders at once. By selecting these two folders, you can click on export and choose to export these two folders together to your email in any of the formats that you prefer. That's all for today's tutorial. Thank you for joining us.
All you have to do is:
1. Navigate to the Measurements Page: Start by selecting the folder you need.
2. Easy Export Options: Click on the checkbox next to the desired folder
3. Choose to Export: Click on the ‘Export’ button against the folder’s name and hit Proceed to receive the folder in your email.
4. Select Export Format: You can also click on the Export icon above and select an export format, including Excel, PDF, or JPEG.
5. Receive Your Data: Get the exported file directly in your email. The file will include detailed data like request ID, property name, address, shareable links, and measurements.Get the exported file directly in your email. The file will include detailed data like request ID, property name, address, shareable links, and measurements.
Why This Matters:
Access and export your portfolio takeoffs anytime directly from your Automeasure account.
If you have any questions or need a walk-through of the process, do not hesitate to contact us. We're here to ensure your experience with Automeasure is nothing short of excellent.