Export documents

In the viewer, you can export selected documents using the Export Document Action. An export template defines the settings to use in the export. When exporting documents, you can select an existing export template, create a new export template to use, or modify 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 Project page, click REVIEW.
2. Select the documents to export.
3. In the Document Actions pane, click Export.
4. In Job Name, type a name to identify the export job.
5. In Select Export Action, select Export Documents.
6. In Export Template, you can choose an existing template, create a new template, or modify an existing template.
   • Select an existing template.
   • To create a new export template, click and define the template using the following fields.
     1. In Template Name, provide a name.
     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 download 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, if you want to export the documents without promoting them, select No, export only. To export and promote the documents, select Yes, promote with export.
     6. Click Save to save the new export template.
   • To modify an existing template, select the template and click . Modify the settings as needed, and then click Save.
7. Uncheck the Include Family checkbox if you do not want to export the family documents of the selected documents.

8. To save the exported documents in DataHub, select the DataHub checkbox under Download From.

   • The system saves the exported documents in DataHub as a zip file by default. Using DataHub, you can only download one file at a time. This format enables you to download the export as a single, ZIP file from DataHub. If you want to download individual files from an export, you can save the documents as individual files in the export folder; uncheck the Export as Zip checkbox that appears when you select the DataHub checkbox.

9. Click Submit.
10. To view the completion of the Export job, click .
11. After completion, go to the DataHub or Desktop Client to download the exported documents to your computer.