You can use File Exporter technology in Document Retrieval, custom queries, and envelopes. The File Exporter can not be used to save documents that appear in workflow foldering.
Select the documents that you would like to export in Document Retrieval, a custom query or an envelope. If you using Document Retrieval, the File Exporter will allow you to save documents across multiple document types and document type groups into a single folder location.
To begin, right mouse click and select “Run Script.”
This will open another menu. On this menu, select “File Exporter.”
This will open up the Browse For Folder window. Select where you would like to save the files to and click the “OK” button. Please do not try to save the documents to My Computer, My Network Places, or Recycle Bin.
You will then receive a pop up message saying that your files will be saved.
If you clicked on the “Cancel” button, you will receive this message instead.
The File Exporter will now export all of your files to a specified folder. You will then receive a message stating that the number of files you saved was exported over.
Note: If you are trying to save a file that already exists in the folder that you specified, the File Exporter will not save the file. This may be the reason why you might see the number of files imported successfully be less than the number of files you initially selected.
The File Exporter technology will convert all .tiff format documents to .pdf format documents. All Microsoft Word and Excel documents will maintain their file format.
NOTE: Please note that the order of the documents you copied to a file location will be different than how they are ordered in OnBase. Documents saved to a Windows environment will be ordered by name in ascending order. Using the Windows environment you can sort the documents differently. From the “View” Menu Item select “Arrange Icons by”. You can then select the Name, Size, Type or Modified sort order options.