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The Export process will copy the indexing data and the corresponding document(s) of selected or all records from a cabinet. The data is not removed from Easyfile.

Select the cabinet for the export and search for the records. If you only want selected records choose the records to be exported.

Click the … on the right side of the screen and click Export Metadata and Documents.

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Give the export a name. Next choose if you want All records or just the Selected records.

Next choose whether to save the documents in the Standard Easyfile naming convention format:

Cabinet Name\Year\Mo-Day\

or

Based on an index value.

If you want all versions of a document to be exported, click the Versioning History button. If you only want to export the current active document, leave the button unchecked.

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