In Work Explorer, you can perform a bulk export of the contents of one or more containers via either the:
Export Documents button in the window’s ribbon
Export submenu in the right-click menu for workspaces, folders, and tabs
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.
Upon selecting Latest… or All Versions…, the Export Latest/All Versions window is displayed.
Selecting Export Latest/All Versions from the right-click menu of a container automatically adds it and all of its contents into the new export job.
Job Tree
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.
Toolbar
Button | Description |
|---|---|
Add Container | Allows the user to select a different container from their currently active system. |
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 all containers in the job. |
Collapse All | Collapse all 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 job. |
Hide Excluded | Hide containers and documents that are excluded from the job based on the selected export options. |
Sidebar
Job Details
Setting | Description |
|---|---|
Name | Provide a name for the job. |
Target
Section | Setting | Description |
|---|
File/Folder Names
Section | Setting | Description |
|---|
Inclusions
Section | Setting | Description |
|---|
Exclusions
Section | Setting | Description |
|---|
Statistics
Section | Setting | Description |
|---|
Section | Setting | Description |
|---|---|---|
Job Details | Name | |
Target | Export Folder | |
Create Job Folder | ||
Ignore Source Folders | ||
If File Exists | ||
File/Folder Names | File Name Format | |
Replacement Character | ||
Limit Workspace Names To | ||
Limit Folder Names To | ||
Limit Document Names To | ||
Inclusions | Modified | |
Exclusions | Empty Folders | |
Search Folders | ||
Class | ||
Author |
Exporting Search Results
You can also export the results of a document search by right-clicking on the name of a recent search in the Work Explorer tree and selecting Export…. Whether the search includes all or only the latest versions of documents that match the search criteria depends on the Latest search criterion.
Each job can only contain the results of one search.