Export Downloads (First Release in version 6.6.0)

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 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.