Question:
How do you setup the Export App to export data?
Answer:
Starting in DocuWare version 7.4, the Export App is now available to install from the DocuWare Desktop App installer, which now makes it easy to setup a process which exports data out of DocuWare.
In order to start the process, we'll first need to install the Export App.
For DocuWare versions 7.6 and above, please refer to this updated guide: KBA-37007 · DocuWare Support Portal
Installing the Export App.
- In the Web Client, from the dropdown select Desktop Apps -> Install Desktop Apps to start the installation process.
- From the Desktop Apps installer, choose "Export" from the list of modules to install, then press "Install"
With the App installed, the next step is to create an Export configuration.
- In the Web Client, from the dropdown, select "Configurations", which will bring you to the Configurations page.
- From the list of modules, choose "Export Data"
- Select "New Configuration" to start the process.
- Form the Source tab, select the File Cabinet we want to export data from. Then, configure your filter to find only specific documents whose data we want to export.
- In the Export tab, we choose settings that'll be used for the data file that's created.
- The next three tabs cover what will be included inside the data file such as the Header, Line Items, and Footers.
NOTE: Table fields are required when exporting line items.
- Next will be the Assign Data tab. When a document has been processed by the export tool, the index fields can be updated to reflect this.
- Finally, add any users or roles who you would like to have access to this configuration.
Once setup, you can save then perform a Test Export to ensure you get the proper results.
Save the configuration, then once you open the Export app, it will load all configurations the DocuWare account has access to.
KBA applicable for both Cloud & On-premise Organizations.
