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Exporting Documents in FDA

You can export all documents from a cabinet, drawer, folder groups, or folders using the Export option. You can also export one or more documents from document view such as a folder or search results. Once the Export command is selected, you can select where you want to export the documents on your local machine.

TIP: If you plan to export a very large number of documents you should consider using the FileHold Instrumentation Tool (FHIT). This tool will allow you to export the current version of every document in the library.

When documents are exported, they are exported with a XML file and a folder containing all of the exported documents in their native format. The folder name and xml file that is generated is named with a date and timestamp appended to the end. For example: documents2015100882302.

The XML file stores the metadata of all the selected documents in a FileHold compatible format. This allows for the importation of the documents back into the document management system. For example, if you are exporting documents out of a demo system and importing them back into a production system.

TIP: You should ensure the destination folder location for the export can hold the number of documents you will be exporting. This will not normally be a problem for an NTFS volume, which can hold over four billion files, but it could be an issue on a FAT or FAT32 volume which have smaller limits.

The export function will normally export the latest version of the document. The exception to this is when exporting from a view that lists individual document versions such as a document's version history.

Where two documents have the same name, a uniquely named subdirectory in the export folder will be created to store the duplicate.

Exporting can be done by users with a Document Publisher role or higher where they have access and restricted by the following rules dependent on the role that they have:

Role Can export
Document Publisher, Document Publisher + Delete Documents that they own.
Publishers, Publisher + Delete Documents, folder groups, and folders that they own.
Organizer, Organizer + Delete Any documents, any folder groups and any folders for the cabinets they have access to.
Cabinet Administrators If not a cabinet owner: documents, folder groups, and folders that they own. If a cabinet owner: all drawers, folder groups, folders, and documents.
Library and System Administrators All areas of the library structure and documents.

To export documents from the document management system

  1. Right-click on a cabinet, drawer, folder, folder group, folder or document(s) name and select Export or Send to > Export.

  2. If you are exporting an entire cabinet, drawer, folder group, or folder you will receive a warning message asking if you want to continue with the export: "If you are attempting to export X number of documents. Are you sure you want to continue?" Click OK to proceed with the export.

  3. Browse for the folder location where you want to export your documents and click OK. The documents are exported to the selected location in the Documents folder along with the XML file that contains the metadata information for each document. Both folder containing the documents and the xml file are named documents[date][time] and documents[date][time].xml, respectively.

Importing Exported Documents

When documents have been exported from the document management system using the Export function mentioned above or using the FileHold Instrumentation Tool, you can import them back into FileHold using the Manage Imports Tool in the FileHold Desktop Application.

IMPORTANT: The full library location is included in the XML file that is created with the export in a field call LibaryLocation. This field combines the cabinet, drawer, folder group, and folder name. Each of these names is separated by a forward slash characters (/). The behavior of the export changed between version 12 and 14.

  • Version 12 - If any of your library structure names contain a forward slash this may interfere with the future use of this library location field. Prior to the export you should confirm that no such characters exist in the library structure names if you plan to use this field. The dynamic import feature of manage imports relies on the LibraryLocation field.
  • Version 14 - The export feature will escape any slashes in a name by surrounding them by percent (%) signs. If the name of a folder is Profit/Loss the export will change the name to Profit%/%Loss. Any software that is reading the field can correctly tell the different between the dividing slash and the slash in a name by interpreting the percent signs. The dynamic import feature in version 14 automatically interprets this format.