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On the left-hand side of the window is the job tree, which displays all containers and documents that have been added to the job.

To rename documents or folders, click the name of the document or folder. Type in the changed name desired.

Toolbar

Button

Description

Add Container

Allows the user to select a different container from their currently active system. It also allows to select the whole root container of the workspace if desired.

Remove

Remove the selected item and its children from the job.

Note: In order to select a document or folder to remove, the actual document item row has to be selected with a click, instead of checking/unchecking the box tied tied to the row.

Expand All

Expand Expands all the containers in the job.

Collapse All

Collapse Collapses all the containers in the job.

Reset Names

Allows to reset the names of files and folders in case they have been manually edited from this screen.

Show Metadata

Show Author, Class, and Modified values for documents in the jobJob pane.

Hide Excluded

Hide containers and documents that are excluded from the job based on the selected export excluded options in the Job Pane.

Sidebar

Job Details

Setting

Description

Name

Provide a name for the job. By default it is the date and time of the Export job window opens. E.g. 2022-11-30_02-32-54

Target

Setting

Description

Export Folder

The folder the user selects to export the files to.

Create Job Folder

If checked, creates a folder with the name of the job.

Ignore Source Folders

If checked, this will ignore the source folder or folders selected.

If File Exists

In cases the file exists in the target already (from a previous export), the user can select if the file is skipped from export (the version existing stays put), or overwritten with the one exported.

File/Folder Names

Setting

Description

File Name Format

  • Original: Keeps the original filename and formatting

  • Name_Number_Version: Changes the format to the DocumentName_DocumentNumber_DocumentVersion.

  • Number_Version: Changes the format to the DocumentNumber_DocumentVersion.

  • Number_Version_Name: Changes the format to the DocumentNumber_DocumentVersion_DocumentName.

Replacement Character

Sets the character to replace in the formatting template. Currently spaces and underscores are allowable characters, or set to None if no replacement character needs to be set.

Limit Workspace Names To

If the Workspace name length is a worry to exceed the allowable characters, the workspace names can be limited to a defined character count.

Limit Folder Nmes ToNames To

If the Folder name length is a worry to exceed the allowable characters, the folder names can be limited to a defined character count.

Limit Document Names to

If the Document name length is a worry to exceed the allowable characters, the document names can be limited to a defined character count.

  • Make sure to click Apply to apply any File/Folder Naming changes.

Inclusions

Setting

Description

Modified

Allows the files included to be filtered by a modified date. E.g. all files after 11/1/2022.

Exclusions

Setting

Description

Empty Folders

Search Folders

Class

Author

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