Last Updated v9.8.0
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Export Downloads
The Document Export feature allows a department administrator to export blocks of documents and their index data based on specified criteria and options. This can be useful for external auditing purposes, if a client leaves and requires a dump of their documents and index data, or other detailed reporting purposes. The export file will be a single Zip archive containing all matching documents, index values and attachments. Index values and other data elements (described below in the Data Elements selection) will be included in a comma separated text file in the Zip archive.
The administration/creation of the document exports can be viewed from the Department Admin - Document Export screen. There is a separate help section in this documentation detailing that screen.
Export downloads are automatically cleared from the system after 90 days to preserve disk space. This export download list is not meant for long term storage of document exports. Please store export zip files at an alternate location if long term retention is required. |
Export Download Search/List
Use the list to find and edit an existing export that is ready for download.
- Document Exports are only visible in this list to the user that originally created the export record.
- Document Exports are only visible in this list if the export job has been completed from a run "Now" or Cron Schedule option.
- Use the search/filter boxes at the top of the grid to narrow the list of Export Downloads.
- The column headers can be clicked to sort each column. Click again to sort the opposite direction.
Action Buttons
- Download: The system will download the Zip Archive to your computer and save it to the specified location.
- Delete: Deletes the export download when it is no longer needed.
- Exports should be deleted often to keep server disk space from filling up.
- An export can always be rerun from the Document Export screen, so there is no need to keep them here long term.