Skip to content

Exporting Documents

First, check the documents you wish to export in the workspace.

Then click on the “Process” tab, and then in the “Export” section, click “Export Documents”.

In the next screen, paste in the location of the output folder or click on the “Browse” button and navigate to the output folder. Then click “Next”.

In this screen, choose the types of files to export as well as the type of load files to create.

In this example, we will export images, natives, and text with a concordance load file (which will be accessible through “Delimited Text”) and opticon load file. Then click on the “Configure” button.

Load File Settings

A new window will pop up.

Change “Comma Delimited” to “Concordance”.

Then click on the “Fields” tab.

Pick which field will be exported to the load file by either double clicking on the field name (in the left box) or clicking on the field name (in the left box) and then clicking on the “>” button. The field name will move to the right box.

To remove a field from the export, either double click on the field name (in the right box) or click on the field name (in the right box) and then click the “<” button. The field name will return back to the left box.

If you want a field to be named something else in the exported load file, then click on that field’s “Output Field” entry and then enter a new name.

Field Map

If you have a defined workflow and want the exported load file to be formatted consistently, then you may create a field map. Click on the floppy disk icon and save the .csv file.

Then, to load the field map, click on the folder icon (right above the floppy disk icon), and then select the previously saved .csv file.

After the fields have been specified, click on the red “X” button (located at the top right corner) to close the window. Back at this screen, click “Next”.

Exporting Image Settings

In this example, since images are being exported, the export settings for images are selected at this step.

To export as single page, black and white TIFFs, change “Multi Page” to “Single Page”, and then change “Match Source” to “Reduce to Black & White”.

Additionally, if you wish to export as JPGs or PDFs, you can change “TIFF” to access those options.

Also, you can change how the images are organized (folders and files naming) in this screen. For now, we will leave those unchanged.

Endorsing Images

To export endorsed images, click on “Pre-process” and then check “Endorse Images”.

Then click “Configure”.

In this example, we want to endorse the control number (in Arial, bold, size 11 font) at the bottom middle of the page, with 0.25” white space. First, change the bottom white space value by selecting it from the dropdown menu.

Then, in the “Endorsements” section, click on the bottom middle square (shown in red in the above figure). Then set the font by clicking on the button highlighted in green in the above figure. Then, to get the page number, click on the button highlighted in blue in the above figure.

The “Customize Pages” section should look like this:

If you need to have multiple kinds of endorsements, then:

  • Selecting another area to endorse will allow you to further customize the endorsements.
  • Clicking on the button highlighted in red in the above figure will synchronize the font settings for all endorsements.
  • Clicking on the button highlighted in green in the above figure will allow you to choose other metadata to endorse with.
  • If all of the documents need to have the same endorsements, like “CONFIDENTIAL”, then you may also type that in the field box.
  • Clicking on the button highlighted in blue in the above figure will allow you to preview the endorsements.

When you are done with endorsement settings, then close the window by clicking on the red “X” button at the top right corner. This will bring you back to the previous screen.

Click “Next.

Exporting Native File Settings

Next, specify how the native files will be exported.

The “Filter Level” allows you to define which kinds of native files will be exported. If you want to export all native files, then those settings do not need to be modified.

If you wanted certain file types to be included or excluded, then you can change the filter level to “Include” or “Exclude”, and then in the “Extensions” dropdown menu, place a checkmark next to the extensions.

Then, similar to the previous “Export Image Files” screen, you may select how native files are organized (file and folder naming). For now, we will leave those unchanged.

Click “Next”.

Exporting Text Files Settings

Next, specify how the text files will be exported.

For this example, the default settings are sufficient. Click “Start” to begin the export.

If there are any warnings, then they may need to be checked to see if the documents need to be re-exported.