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Table Of Contents

3.1.6. Export Settings

To configure saving of data obtained during document processing, you need to configure export for each

Document Definition. There are four export types: to a file of the specified format, to an ODBC-

compatible database, to a MS Sharepoint library, and custom export (using a script). Export is configured

in the Export Settings dialog box (Document Definition > Export Settings). To add a new export

destination, click Add…. To edit an existing export destination, click Edit…

Aside from settings in the Document Definition, export can be configured at batch and project levels.

Export configured at batch level is used for default batches. These settings will be used by default, when

an Operator starts the export by clicking File>Export To.

New export destinations are added using the Export Destination Wizard. First, you will have to specify the

general settings (the type and acception requirements), and then, the settings of the selected type.

You can specify several export destinations for one document definition. An export destination may be or

not be critical. If an error occurs when exporting to a critical destination, the process terminates. If an error

occurs when exporting to a non-critical destination, the process continues, and the document will be

exported. It is thus recommended to have at least one critical export destination, or export errors will

remain unnoticed. You can make an export destination critical in the Export Settings window.

Page images can also be exported – together with data or as a separate export procedure. You can specify

the sensitive information to be redacted for each export destination. To export images together with data,

select Export to image files in the Type dropdown box on the first page of the Export Destination Wizard

dialog box.

Note. If you are using a distributed version, you must specify file paths in UNC format

(\\server_name\share_name[\path]) in the uploaded project for the export to complete correctly. If

relative paths are specified, the export results will only be available using the application interface

(API). If absolute paths are specified in the <disk>:\[path] format, the export will terminate with an

error.

If you have specified relative export paths, you can specify the root path in UNC format when

uploading the project to the server. In this case, the relative paths will be formed basing on it.

You can configure the destination in such a way, that only documents without errors, documents with

errors, or all documents will be exported. Use the Documents without errors and Documents with

errors in the Export Settings.

Export can be carried out automatically or at an Operator’s command. If you are using a distributed

version, you need to create an export confirmation queue in the Project Settings to allow the Operator to

start the export. If you are using a standalone version, select Enable auto export in the Export Settings

window.

3.1.6.1. Exporting to a file

If you want to configure exporting to a file, select Export to data files in the Type field. Specify the

general export settings and click Next.

Enter the folder path for storing exported documents in the Path field or click Browse… to use the folder

tree view.

You can export the documents of one batch to one file, or each document to a separate file (select Create

separate file for each document). You can also choose to create a separate folder for each batch (select

Create separate folder for each batch).