How to Download Document Direct Information into Excel

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How to Download Document Direct Information into Excel Powered By Docstoc
					How to Download Document Direct Information into Excel



   1. Go to the NELA website at www.nela.net. Click on Schools. Then select
      Document Direct.

   2. The Document Direct screen will appear. Click launch DocumentDirect now.




   3. Click on NELA - Reports




   4. You will be prompted to enter the Recipient ID and Password assigned to your
      organization. Click OK.




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How to Download Document Direct Information into Excel




   5. Then click NELA – Reports and choose Report.




   6.   Click on AVPBRS8A, Delinquent Borrowers By School Report (download only).




   7. The screen may display the previous month’s reports. Click on the        to expand
      the option and click for the most recent report.




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How to Download Document Direct Information into Excel



   8. The “green bar” report will be displayed on your screen. Click the Download
      button.




   9. The “Download” screen will appear. Unclick “Compress into ZIP archive
      format.” Then click Create.




   10. The screen appearance will change- there will be no more green bars.




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How to Download Document Direct Information into Excel

   11. Right click the mouse so that the drop down menu below appears. Choose View
       Source.




   12. The Notepad screen will appear as it does below.




   13. Click File and choose Save As.




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How to Download Document Direct Information into Excel



   14. Save the text file in the directory/location of your choice.




   15. Next, open Microsoft Excel. Click the Open Button on the upper left-hand
       corner. Pay attention to the Files of Type field on the bottom of the screen and
       change the file type to All Files(*,*) and find the name of the document you
       saved in step 15. Press Open.




   16. The “Text Import Wizard” window will appear as “Step 1 of 3”. In The Original
       Data Type section choose Delimited, and then click NEXT.




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How to Download Document Direct Information into Excel



   17. The “Step 2 of 3” window now appears. In the Delimiters section the Tab field
       will be checked. You will also need to check the Comma box, and then click
       NEXT.




   18. The “Step 3 of 3” window will appear. In the Column Data Format section click
       on General. Then click on the FINISH button.




   19. The Excel spreadsheet will arrange the data by itself.




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How to Download Document Direct Information into Excel

   20. Please save your work. A window will ask you to choose how you want to keep
       the workbook format. Choose NO.




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