Export Wizard

Sources Tab

Group	Button/Option	Description
Add	Workspace or Folder	Opens a DMS browser for selecting a source workspace or folder.
	Document *	Opens a WorkSite browser for selecting individual documents.
	From Search *	Opens a WorkSite search dialog for creating a search. The results of the search are added to the top level of the export job.
Organize	Create Folder	Creates a folder within the job. Items can be added to the new folder via drag and drop.
	Remove	Removes the item selected in the job grid.
	Move Up	Moves the selected item up one space within its folder level.
	Move Down	Moves the selected item down one space within its folder level.
Include	All	Checks the Include box for all items in the job grid.
	None	Unchecks the Include box for all items in the job grid.
	Contents	Opens the Contents Popup, which allows you to select the kinds of items to include in the export.
Versions	All	Sets the Versions value for all items in the job grid to All.
Versions	Latest/Official	Sets the Versions value for all items in the job grid to Latest/Official.
Show	Source Path	Display the Source Path column in the job grid.
Show	Disabled Items	Display items that have been excluded from the export via the Contents Popup. Disabled items appear grayed out in the job grid.

Contents Popup

Option	Description	WorkSite	NetDocuments
Documents	Include all checked documents
Document Shortcuts	Include all checked document links.
Folders	Create folders in the export path for all selected folders and folder-like objects. Note: To create a flat export (i.e., export all documents directly to the selected export location), uncheck this option and check Documents.
Empty Folders	Include all checked folders containing no documents or folders.
Folder Shortcuts	Include all checked folder shortcuts.
Filters	Include all checked filters.
Search Folder Contents/ Saved Search Results	Include all selected items in search folder/saved searches.
Limit to ... Items	Limit saved search results/search folder contents to the specified number. Note: When exporting from NetDocuments, this limit is applied to saved searches when they're added to the job. Consequently, changes to this setting do not affect saved searches already added to the job.
Metadata	Include metadata for all documents in a separate file.
Profile Attributes > Select...	Opens the Profile Attributes dialog, which lets you select which fields to include in the index files.
HTML File	Create an index file in HTML format at the root of the export path.
Document History	Include the history for each exported documents in the HTML index file.
CSV File	Create an index file in CSV format at the root of the export path.
Delimiter	The character that will be used to separate column values in the CSV index file. By default, values are delimited with a comma.

Export Options Tab

Group

Button/Option

Description

Destination

Export To

Select an export location from your last five choices. By default, files are exported to C:\Temp. To select a new export location, click the Select Folder... button.

Select Folder...

Opens a file browser for selecting an export path. After selecting a folder, the path is added to the Export To drop-down menu.

Create Job Folder

Automatically create a folder named after the job in the export path and download all files to that folder.

Zip Contents

Create a ZIP file containing all exported items and index files after all documents have been successfully downloaded. If a job is paused or a ZIP file cannot be created, the exported documents are left in folder named after the job in the selected export location.

Note

Desktop Import/Export cannot create a ZIP file if the full path to any file exceeds 255 characters. To avoid this issue, you can:

Reduce the maximum length of file or folder names.
Select a shorter export path, e.g., a folder at the root of a disk.

Skip/Rename Duplicates

Specify which of the following two actions to take when exporting a document to a path where a file with the same name already exists.

Option	Description
Skip	Do not export the document. The file will be logged as skipped in the Job Summary dialog and export log.
Rename	Append a number to the document name and save it to the selected destination.

File/Folder Names

File Name Format

Select the format by which exported documents are named.

Tip: Unlike a DMS, Windows requires that all files in a particular folder have a unique name. If you are exporting documents from a workspace but not including folders, select a file name format that includes the document number/ID to guarantee that all file names are unique. If you do not wish to include the document number/ID, make sure that the Duplicates option is set to Rename so that all files can be exported.

Max File Name Length

The maximum length, in characters, of the name/description part of a file name.

Note: This limit is applied to a file name before the number/ID and version are added to ensure they are not truncated.

Max Folder Name Length

The maximum length, in characters, of folder names.

Restore Names

Resets any name changes directly made to files listed in the job grid.

Add Workspaces or Folders

WorkSite

Open the Sources tab and click the Workspaces or Folder button in the Add group to open the Select Import Folder dialog.
In the WorkSite browser, select a workspace or folder and click Select. The items are added to the export list.

Tip: You can select multiple workspaces or folders in the Select Import Folder dialog to be added in the export list.

Note: If you open Desktop Import/Export from DeskSite/FileSite with the Create Desktop Export command, the item selected in DeskSite/FileSite will be automatically added to the export list.

Add Documents

WorkSite

Open the Sources tab and click the Document button in the Add group to open the Select Import Folder dialog.
In the WorkSite browser, navigate to a location, select one or more documents, and click Select.

Select Versions to Include in Export

If you would like to include all versions of the documents included in the export job, open the Sources tab and click All in the Include group. By default, the Export Wizard will export only the latest version of documents.

To override this global setting for a specific workspace or folder in the export list, open the drop-down menu in the Version column and select All or Latest/Official. All documents contained within the workspace or folder, including its subfolders, will inherit the setting.

When overriding the version setting at the document level, you also have the option to include specific versions of the document in the export job.

To export specific versions of a document:

Open the drop-down menu in the Version column and select Select....
Check the Export column for each version of the document that you would like to include and click OK. If you are connected to WorkSite server, you can also confirm the contents of a version by clicking the link in the File Name column to open it in WorkSite Viewer.

Warning: Changing the global version setting overrides all individual version settings and cannot be undone.

Exclude Items from Export

Any item in the export list can be excluded from the actual export by unchecking the check box in the Export column. If the unchecked item has any children items, those items will also be excluded from the export.

To quickly check or uncheck all items in the export list, open the Sources tab and click either All or None, respectively, in the Versions group.
To permanently remove an item from the export job, select it in the export list and click Remove in the Organize group.

Edit Export List

All items in the export list can be renamed and moved into new or existing folders.

To rename an item, click the item's name in the Name column and edit the field. You can restore all changed names by clicking the Restore Names button on the Export Options tab.
To move an item, drag its icon to the desired location in the list. A green arrow indicates that the item will be added to the workspace or folder below the cursor.
To change the placement of an item within its current level in the hierarchy, select it in the export list and click either Move Up or Move Down on the Sources tab.

Start or Save the Export Job

After at least one item has been added to the export list, it is possible to either start or save the export job.

To start the export job, click the Start button at the bottom right corner of the window.
Clicking the Save button located to the left of the Start button adds the job to the job list in the Desktop Import/Export main window. To start a saved job from the job list, click its Action button and select Start.

Export Wizard

Ribbon

Creating an Export Job