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Export Documents button in the window’s ribbon
Export submenu in the right-click menu for workspaces, folders, and tabs
Clicking either opens the following window:
Export Results/ Create CSV
2. Both the ribbon button and menu item have two subitems, Latest… and All Versions…. As their names suggest, they specify which versions of documents will be loaded into the job when you select a container. All versions will include all respective versions of documents, while latest will pull the latest version available.
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Button | Description |
|---|---|
Add Container | Opens the “Select Container” dialog, from which you can select a workspace, folder, or tab to add to the job. |
Remove | Removes the currently highlighted item and its children from the job. Checking/unchecking an item for inclusion does not change the current selection. |
Expand All | Expands all containers in the job. |
Collapse All | Collapses all containers in the job. |
Reset Names | Resets the names of all files and folders that have been manually renamed. |
Show Metadata | Show Author, Class, and Modified values for documents in the Job pane. |
Hide Excluded | Hide items that have been excluded from the job based on the inclusion and exclusion settings and/or File Name checkboxes. |
Remove Empty Columns | This used to be hide empty columns.
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Sidebar
Job Details
Setting | Description |
|---|---|
Name | The name of job displayed in the job queue. The default value is the date and time the job was created, e.g., 2022-11-30_02-32-54 |
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Make sure to click Apply to apply any File/Folder Naming changes.
Read this article on how to allow long file paths in Windows.
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Setting | Description |
|---|---|
Workspaces | Displays the count of workspaces to be exported. |
Folders | Displays the count of folders to be exported. |
Documents | Displays the count of documents to be exported. |
Duplicates | Displays the count of any duplicate documents/folders included. |
Longest File Path | Shows the number of characters of the longest file path in full to be exported. Read this article how to allow the long file paths in Windows. |
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| Info |
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Each job can only contain the results of one search. |
Quick Document Export
This feature is available for NetDocuments users.
To configure, go to where the Litera PowerDesktop application is installed.
Right click on the exe file, and select Properties.
The “Export Documents” option is available in the right-click menu for containers when using the “--preview” command line flag. Add --preview into the Target line item.
Click Apply, then OK.
Using the Export:
When looking at the contents of a container in NetDocuments Explorer, I can select one or more documents by holding Ctrl or Shift while clicking rows in the contents pane.
When I right-click on one or more selected documents, a “Download” submenu item is displayed in the menu with three child commands: “Official”, “Latest”, and “All Versions”.
When the application is started with the --preview command line option and I right-click a workspace, folder, or filter, the right-click menu includes “Export Documents” with the same menu options as “Download”.
When I select any of the three download menu items, the “Download xxx” window is displayed, where xxx corresponds to the download option.
After the Download window is shown, a loading animation is displayed over the grid while the selected document information is loaded from the server and the “Download: button is disabled.
If the selected item was a container, its contents and the contents of all of its subfolders are loaded.
After all document info is loaded:
The loading animation is hidden and “Download” button is enabled.
The total number of files and their size is displayed below the grid, as well as the estimated API cost for the import. If “All Versions” was selected, the number of versions is displayed after the document count.
When downloading all versions, “Name” is set to the version name, if it has one; otherwise, it’s shown as the current name.
A “Save Options” group is displayed below the “Selected Documents” grid with the following fields:
Target Folder: Path to the folder where documents will be downloaded. Defaults to the user’s Documents folder or their previous selection.
File Name Formats: Option “Original” preserves the document’s Name/Version Name when saving, i.e., the name from the grid, while “DocumentId_version” uses the twelve digit ID and version, e.g., “1234-1234-1234_1.pdf”.
Generate Metadata Index File: When checked, an index.csv file is saved in the target folder after all documents have been downloaded. If a file with same name exists, a numeric suffix is appended to the name, e.g., “index 1.csv”
After clicking “Download”:
The “Save Options” group is disabled.
The status of up to five documents is changed to “Downloading”.
Download progress is shown per document in the “Downloaded” column.
Overall download progress is shown via a progress bar directly below the grid.
After a file is completely downloaded, a link to the file is shown in the “Downloaded File” column. Clicking the link opens File Explorer and highlights the file.
After all files have been downloaded:
The “Cancel” button becomes “Close”.
A CSV is saved to the target folder if the option was enabled.
PST Export
The export can handle PST files now. Steps are:
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