Export Options

Overview

• Export name - Name given for the export, used to identify the export on the Exports page once generated, and the name of the exported .zip file. 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 cover page(s) at the start of the exported document. Only available for single PDF format.
• Table of contents  - Optionally include a table of contents (TOC) at the start of the exported document. For a Single PDF, the TOC is added at the start; for a .zip file, a separate .html file is exported to the output folder.
  
• 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 - FOR COLLECTIONS 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 include any documents linked from 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 defines the file naming used for exported files in the zip folder.

Documents Options

Document settings

• Document stamps - If you want to include stamps (already applied to your documents) in your export, select them from the list.
• Anchor stamps to - This option works in the same way for both single and multiple documents. Choose from Text or Portrait page. If you anchor your stamps to the Text, stamps on landscape pages rotate in alignment with the document. 

• If you anchor your stamps to Portrait, the stamps on landscape pages align to portrait (bottom right corner). This setting  is used to ensure that all stamps are in the same place on all pages when exported to a portrait bundle.
  

Transcripts

Transcript settings

• Cover page - Select whether you want to export a cover page with your transcript or not.
• Word index - Select whether you want to export the word index with your transcript or not.
• Include time codes in export - Choose whether you want to include media time codes in your exported transcript or not.
• Range (All, From page to page) - Choose a range of pages to export from your transcript, instead of the entire transcript.

Advanced settings

• Layout - Choose from Full page or Condensed (2x2). The latter is four pages grouped on each exported  page.
• Print front and rear pages full size - If you choose Condensed format, you can opt for full size front and rear pages.
• Annotation brackets - Choose whether you want to see a bar running alongside your designations and if yes, choose from a bracket/bar position of Right or Left.
  

• Annotation summary- 
  • Include annotation summary - Choose whether to include a summary of all designations in your transcript, grouped by designation type.
  • Chronology - If you want to see any designations from, for example, the Chronology worksheet present in your transcript, toggle the switch to yes.
  • Field selector - Select the fields to export containing designations from the Chronology worksheet.
• Header & Footer - Before a transcript goes offline, you can add additional content during export, such as a case name, for easy reference when reviewing.
• For each setting of Left, Center, and Right, select from a menu of available field names.
  The Right Footer position is always pre-populated with the page number field, unless you have  chosen to export with an export template that has customised header/footer settings. 

Note: Your page size changes slightly if you apply a custom header and/or footer. Most printers auto-scale to accommodate this.

Related Links

Exporting documents or files

Downloading documents and files