Export with a new template

You can export documents from a successful filter job by providing a template that defines what to export. You can export documents with a Document State of Processed or Promoted. Documents in any other state cannot be exported.

Perform the following procedure to export documents.

1. In the Project page, click ANALYZE>PROMOTE & EXPORT.
2. View the filter jobs.
Table details

Each filter job shows the following information derived during the filter process.

Filter Name	The filter job name.
Template Name	The name of the filter template. Click this name to view the template information.
Custodian	The user selected as the custodian.
Source	A list of the selected sources to filter.
Filter Date	The date and time the filter job completed.
Total Hits	The number of unique documents that matched the filter.
Not in Hosting	The number of duplicated documents not included by the filter.

3. Select one or more filter jobs.
4. Click Export.
5. In the Select Export Template dialog box, perform the following procedure.
   1. In Export Name, enter a name for the export job.
   2. In Export Template, click to add a new export template.
   3. In the Export Template Settings dialog box, provide the following information.
      1. In Template Name, provide a name for the template.
      2. In Field, select one or more fields and click to add them to the export list on the right. In the export list, click to move it up in the hierarchy, to move it lower in the hierarchy, or to remove it from the export list.
         • To select multiple contiguous fields, select the first field, then hold Shift and select the last field.
         • To select multiple non-contiguous fields, select a field, then hold Ctrl while selecting additional fields.
      3. In Deduplication, select how to process duplicates.
         • None to include duplicates.
         • Across Database to include only unique filtered documents in the collection.
         • Within Custodian to include only unique filtered documents assigned to each custodian.
      4. In Output Formats, select Data, Natives, Text, or Images. With the Images option, you export the original images in PDF format.
         1. In Output Formats, when Text is selected, you can choose how the system reacts if an exported document does not contain extracted text. Under Documents with No Extracted Text, in Choose Behavior, select one of the following options.
            • Choose Export empty text files, the default, to include blank text files in the export file set.
            • Choose Do not export empty text files to exclude blank text files in the export file set.
            • Choose Export text files with placeholder text to include a text file that contains your custom placeholder text. In Placeholder Text, type the placeholder text to display, with a maximum of 255 characters. The placeholder text can include special characters.
      5. In Export for Promotion, for most exports select No, export only, which is the default. For special cases, you might want to export and then immediately promote the documents. If so, then select Yes, promote with export.
      6. Click Save.
   4. Uncheck the Include Family checkbox if you do not want to export the family documents of the filtered documents.
   5. Click Submit.