Export with an existing template

You can export documents from a successful filter job. Use these steps when you want to export using an existing export template. 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 Main Menu, select Analyze>Promote and Export.
2. View the existing 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, select an existing export template.
3. Uncheck the Include Family checkbox if you do not want to export the family documents of the filtered documents.
4. Click Submit.