Export documents

This eWorkflow enables mass exporting of document files from eDocumentation. It helps you save time, if electronic documents from your eDocumentation storage must be relocated to another location or sent for a review, for example for tax inspection or  to an auditor.

In practice, this means that the person responsible simply collects all the documents using filters in the Documents form and then runs the eWorkflow. Then, the person responsible selects the location on the disk or network for saving the files. Documents are automatically labeled with a document number and a file number, and exported into folders labeled with  a subject name.

The key steps in using this eWorkflow include:

1. Selecting documents for export – The eWorkflow reads all the documents that are displayed in the Documents form according to filters and prepares them to be exported.
   The key block in this step is the Script.
2. Selecting location for export – The user selects the location where the documents are to be exported to.
   The key block is the Script.
3. Creating a folder and exporting files – The folder for files is created and all the corresponding files are exported into that folder. This process repeats until all documents are exported.
   The key blocks here are the Script and DMS to Files.
4. Message to user – Finally, a message to the user is displayed, either an error message, if something went wrong, or a message about how many documents have been exported.
   The key block in this step is the Script.

The Export documents eWorkflow does not need any additional settings and is ready to use as soon as it is downloaded from the Web Service.

Hint To help you understand the Export documents eWorkflow, see the use case described in the chapter Exporting documents.