Export settings reference

Export Options

Overview

• Export name - Name given for the export, used to identify the export on the Exports page once generated. This is a required field.
• Export as - Format of the export. 
  • Multiple files (zip) - Generate a zip folder with each document included under that zip folder as a separate file. 
  • Single PDF - Generate one PDF file with each document included appended one after the other.
• Cover page - Optionally include a one-page cover page at the start of the exported document. Only available for single PDF format.
• Table of contents  - Optionally include a table of contents at the start of the exported document.
• Include cover page and table of contents in page count - If enabled, the table of contents and/or cover page added are included in the overall page count. If disabled, the cover page and contents page(s) are not included and the first of the exported documents is numbered page 1. Only available if a cover page or table of contents is enabled.
• Cover page selector - Select a document within your project to use as the cover page for this export. Only available if cover page is enabled. 
• Table of contents field selector - This provides a filterable list of document metadata fields on the project for inclusion in the table of contents page. Select one or more fields from the list, then click Add fields to add those fields to the table of contents page for this export. Fields which have been added can be removed by selecting the x icon. Only available if table of contents is enabled.
• Cover page overlay - Available on collection exports only. If a cover page and a table of contents is included, this option allows you to start the table of contents on the cover page to minimise white space. The following positioning options are available.
  • After 75% of page: Starts the table of contents on the lower quarter of your selected cover page.
  • After 50% of page: Starts the table of contents on the lower half of your selected cover page.
  • After 25% of page: Starts the table of contents on the lower three-quarters of your selected cover page.
• Table of contents only - Enable this option to export only the table of contents for the selected export with none of the documents themselves. The contents page can be exported to PDF or an editable .docx file.

Annotations

• Annotations to include - If annotations exist on the selected documents, this option allows you to choose whether to include them in the export or not. The following options are available:

  • No annotations - Do not include any annotations in the export, even if they exist on the selected documents.
  • All annotations  - All annotations present on the selected documents are included in the export.
  • Selected authors - Include annotations only if they are made by specific users or user groups.
• Users and groups - If Selected authors is selected, this dropdown menu allows you to specify which users or user group's annotations should be included in the export.
• Include annotated pages only - Available only if annotations are enabled. Enabling this option ignores any pages in the documents to be exported which do not have annotated content.
• Annotations cards - Available only if annotations are enabled. Enabling this option also includes the configured annotation cards alongside the documents being exported. Disabling this option exports the documents with annotation highlights, but no cards for additional annotation content.
• Filter  - Available only if annotations are enabled. Allows further filtering on which annotations should be included based on the fields available for each annotation type. 

Related content

• Include linked documents - Enable this to also include any documents which are linked to the documents which have been selected for export.
• Include cards for links - Optionally also include cards for each link in the export to show details about the destination document.
• Families to include  - This option is used to also include any documents which share a family with the documents which have been selected for export. One or more family types can be selected for inclusion.
• Location - If related content has been included, select where that additional content should appear in the export. For zip format exports, related content is always placed in a related content subfolder. For PDF exports, you can select to place related content in a subfolder or append related documents to the end of the exported PDF.

Zip export settings

• Zip folder structure - If a .zip format export is selected, this setting determines how that folder should be structured.
  • Single directory - All documents are present in a single folder within the .zip file.
  • Folders - The folder structure from platform is preserved under the .zip file.
• Natives converted to PDF - Select whether the export should include original file types, or should convert all file types to their platform PDF equivalents. 
• File naming - This option is used to also include any documents which share a family with the documents which have been selected for export. One or more family types can be selected for inclusion.

Related Links

Exporting documents or files

Downloading documents and files