Exporting Objects
To export objects, users require the system role Client: Export from hit list.
There are several export features available in enaio® if you have the relevant permission. You can export the index data in CSV file format with folders, registers, and documents. Documents can be exported in their original format or as a PDF. Please note that not every file format can be converted into PDF format.
If multiple objects are selected (e.g., in a hit list or in a folder), the index data will be exported in a single CSV file or the document files will be combined in a ZIP archive or in a PDF for export.

-
Select one or multiple objects (e.g., in a hit list, in the inbox, or at a filing location).
-
Right-click (enaio® webclient and enaio® webclient as desktop application) or press and hold (enaio® mobile) to open the context menu.
The context menu can also be opened on smartphones by clicking the
More actions icon found on each line.
-
Click or tap on the
Export icon in the context menu.
The export menu opens.
If you have selected objects with document files, the Index data, Content, and PDF options will be offered in the export menu. If you have selected objects without document files (e.g., a document without pages or a folder), only the Index data option will be offered in the export menu.
-
Select an export option:
-
Index data: You export a CSV file with index data.
A selection dialog opens.
-
In the selection dialog, enter a name for the export CVS file.
-
In the selection dialog, select which index data you want to export.
Document index data fields are indicated by aDocument icon;
folder index data fields are indicated by aFolder icon.
-
In the selection dialog, click or tap on the Export button.
The CVS file is exported from enaio® to the local file system.
-
-
Content: You export a document in its original format.
Multiple documents are combined and exported in a ZIP file.
-
PDF: You export a document in PDF format.
Multiple documents are combined and exported in a PDF file.
-
The objects are exported from enaio® to the local file system.
Depending on the application used (enaio® webclient in the browser, enaio® webclient as desktop application, or enaio® mobile), various export dialogs are displayed – for filing in the local file system or for editing with locally installed applications.
Exporting and Printing Document Files
To print document files, please use the Content or PDF export functions. Store the export files in the local file system or open the exported documents using a locally installed application and then print them.
Exporting and Editing Document Files
Depending on the application you are using (enaio® webclient in the browser, enaio® webclient as desktop application, or enaio® mobile), you can use the Content export function to edit document files in external apps or programs or save them locally (see Editing Document Content). After editing and saving the changes, you will need to upload the document again to the enaio® filing system (see Managing Variants).
Exporting While Working in Offline Mode
The Export function is also available in offline mode in enaio® webclient as desktop application and in enaio® mobile, if you previously synchronized objects (documents, registers, and folders) and thus made them available offline (see Synchronizing Objects and Making Them Available Offline).