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Export Data with Documents
- To include indexing data in build a CSV data file paired with the document export, in the Export dialog, enable Export with Index Data. New fields options appear to configure a the parameters of your CSV file for your data.
- Enter a name for the CSV file and its location in the Exported CSV Filename text box. Fix list numbering. You do not need to provide an extension here. If you do, it will be ignored. On export, the file will be placed in the Export Folder Path and will be suffixed with an underscore and the selected Archive's name.
- You can export the data from all available Fields or choose just the ones that you need. To map Index Fields to CSV files, enable Map Export Fields. The full path to the exported file is always included as the last field in the data file.
- Click the Add (plus sign) icon for one or more Fields from the Available Fields list to move them to the Mapped Fields list.
- If needed, use the Delete (minus sign) to move them back.
- To change the order of the mapped fields in the CSV file, drag them using the Move (double-headed arrow) icon.Tip: While optional, it is a good idea to include the
- ArchiveID and DocumentID system Fields to help identifying the exported documents.fields are available for export. These system fields can be useful when using Bulk Update functions.
- If you wish to generate a file with only paths to exported files, remove all fields from the Mapped Fields panel.
- Enter the character to use for the CSV field delimiter field separation within the data file in the Field Delimiter text box. The most common character to use is a comma.
- Optionally, to configure a string delimiter, enable String Delimiter and enter a character in the text box. The default is a double quote mark (").
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- Click the Export button to run the export. Note that the Export button will be disabled if you do not provide a Field Delimiter, a CSV Filename, or an Export Folder Path.