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You can export documents from GlobalSearch in their original file format or as PDF files, and choose to export them with or without indexing data or annotations. To export, enable the Install and Configure IO extension, and then choose Export in the Actions menu.

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1. Run a Search and select one or more documents in the Search Results or open a document in the Document Viewer.
   
   
2. In the Actions menu, select Export.  
   When using Export from the Document Viewer, the document (named "Square9Export") will be downloaded to your computer in it's original format.  Additional options are provided when exporting from a Search Result, described below.
   
   

3. In the Export dialog that appears when exporting from Search Results, enter or browse to the folder path the document will be exported to in the Export Folder Path text box.  
   This is the destination folder where files will be saved.  The export process will create a folder beneath the specified export folder, named with the Archive name of the selected documents.
   
   

   Tip
   title Naming Folders for Exports
   Keep in mind when naming folders that Export will automatically create a folder named for the Archive that the selected documents are in. For example, it would be unnecessary to export documents in an Archive named "Vendor Invoices" to a destination folder named "Vendor Invoices," as this would result in two folders with the same name.  A better approach is to create a folder named "Exports" or "Exports_<Today's Date>," and use that as the target folder.

   
   

   • Use the Browse For Folder interface to create a new folder in your chosen location.
     
     
   
   
   
4. Specify names for your files in the Exported File Names text box.  (For example, filenames might represent the document type or account number for the documents being exported.)  If no filename is provided, a randomly generated unique filename will be used.  If you choose a naming convention that will create duplicate file names, the files will be made unique with a numeric suffix.  Note that you can use v5 S9 Square 9 Notation  to to specify Index Field values for your file names. Enter a brace ( { ) and then select from the list of available Fields.
   
   
5. To convert the original document file format to PDF, enable Convert to PDF. If enabled, you can choose from the following:
   
   
   1. To convert with annotations, enable Annotations. (Note that if you do not have proper permissions, any annotations on the documents will be burned into a PDF at export.  This means the users without annotation permissions will always export PDF files.)
      
      
   2. To convert color PDF files to black and white (which tend to make file sizes smaller), enable Convert to Black & White.  (Know that annotations can make an otherwise black & white document color.  Use of Convert to Black & White is often recommended.)
      
      
6. Click Export. A pop-up message appears on the bottom-right corner of your desktop.
   
   
7. When the export is complete, you can click on the message to go to your export location.
   
   

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