Exporting Objects

enaio® webclient 11.0

You can export objects stored in the enaio® filing system using the Export function from the context menu of a selected object. There are various export features available in enaio® if you have the relevant permission.

Export index data

Users require the Client: Export index data system role in order to export index data.

You can export the index data in CSV file format with folders, registers, and documents. If multiple objects are marked in an object list (in a hit list or in a folder, for example), the index data will be exported in a single CSV file.
Export document files

Users require the Client: Export document contents system role in order to export document files.

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 marked in an object list (in a hit list or in a folder, for example), the document files will be combined in a ZIP archive or in a PDF for export.

To export objects, follow these steps

Select one or multiple objects (e.g., in a hit list, in the inbox, or at a filing location).
Open the context menu.
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 (a document without pages or a folder, for example), 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 a Document icon;
    folder index data fields are indicated by a Folder 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 a desktop application, or enaio® mobile), various export dialogs are displayed – for filing in the local file system or for editing with locally installed applications.

Using extensions, such as enaio® Office Add-In NG , enaio® integration-for-microsoft-teams , enaio® coLab or the enaio® office-365-dashlet , you can file enaio® documents from the respective applications to the local file system or the cloud storage.

Exporting and Printing Document Files

You can also use the Export function to print document files. To do this, use the Content or PDF export options. 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

You can also use the Export function to save document files locally for subsequent editing in external applications or apps (see Editing Document Content). Do so using the Content export option. After editing and saving the changes, you will need to upload the document again to the enaio® filing system as new variant (see Managing Variants).

Exporting While Working in Offline Mode

The Export function is also available in offline mode in enaio® webclient as a 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).