Exporting Documents

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.

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.

• You can restore hidden column by selecting a template, clicking “Reset Grid”, or dragging their name from the Column Chooser, which can be opened from the column header right-click menu.

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

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

Specifies how to handle a document in the export that has the same target path as an existing file.

• Skip: Do not export the document.

• Overwrite: Overwrite the existing file with the document in the job.

File Name Format

Specifies how exported file are named.

• Original: Name/Description

• Name_Number_Version: Name/Description plus the document’s number and version

• Number_Version: The document’s number and version

• Number_Version_Name: The document’s number and version plus its Name/Description

Replacement Character

The character that will be substituted in file and folder names for any character not allowed by the file system. When “None” is selected, illegal characters in the original item names are removed without replacement.

Limit Workspace Names To

The maximum length, in characters, of an exported workspace's name.

Limit Folder Names To

The maximum length, in characters, of an exported folder’s name.

Limit Document Names to

The maximum length, in characters, of an exported document’s name.

Modified

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

Empty Folders

If checked, any empty folders will be removed from the viewer and export.

Search Folders

If checked, all search folders in the workspace will be removed from the export.

Class

Allows to exclude particular classes such as email from the export.

Author

Excludes individual authors from the export.

Create CSV Index File after Export

If checked, the CSV index file based on the selected template will generate with the files exported to the same path. A log entry will show in the job log.

Template

Select the template of choice. The default template will display first.

Edit

Allows to edit the selected template right from the window in a new window.

Preview

Displays the Fields and Captions.

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.