How to Print or Export an IAT Document in CRM
This article explains how to print or export an IAT (Interrelate Assessment Tools) document from CRM.
1.Navigate to the relevant Contact in CRM.
2. From the top tool bar, select Run Report.
3. Choose IAT Report from the available report options.
4. The system will generate a screen allowing you to export the IAT forms into a Word document.
5. Open the exported Word document to view, edit, or print the content as required.
Important
- Only assessment tools that have been pre-populated in the IAT section will be included in the exported document.
- If multiple forms have been completed but you only need one, you will need to edit the Word document to remove any unnecessary content before printing.
Always review the exported document before printing to ensure it contains only the required information.
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Need more help?
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