Export

To export document types

To export document types

  1. On the Navigation Tree, click Report Warehouse, then click Transfer and select Export.

  2. Select the document types you want to export. Multiple selection is available.

 

Export Doc Type

 

 

 

 

 

 

 

 

 

 

 

  1. Under each document type you can specify items for export. The following items are exported by default: Index Model, Document Type Group, Index Fields, PDF Settings, Digital Signatures, and Available Views.

  2. Click the Export button and save the exported file. The output of the export operation will be an XML file with the following name Migration_MM_DD_YY_hh_mm_ss PM.xml.