Modify an export template

You can modify an existing export template and then submit the export job. In addition, you can save the changes to the template to submit at another time. 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 modify an export template.

1. In the Main Menu, select Analyze>Promote and 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, in Export Name, type a name for export job.
6. In Export Template, select an existing template and click .
7. In the Export Template Settings dialog box, provide the following information.
   1. In Field, update the fields listed in the export list.
      • 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.
   2. In Deduplication, update how to process duplicates.
      • None - Includes duplicates.
      • Across Database - Includes only unique filtered documents in the collection.
      • Within Custodian - Includes only unique filtered documents assigned to each custodian.

   3. 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.
   4. 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.
   5. Click Save.
8. In the Select Export Template dialog box, select the Include Family checkbox if you want to export the family documents of the filtered documents.
9. Click Submit to run the export template or Cancel to save the template changes to run at a later time.