Export a document list
You can export information about documents in a current document list (such as content list from a workspace, workbook, search results, holds) to a CSV file for review offline.
Many meta data fields are available for inclusion in the CSV, however a limited number of fields are included by default. You have the option to include or exclude any available field.
Field | Included by default | Description |
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Archive Date | no |
Defines the date that the document was collected by File Analysis Suite. |
BCC | no |
Defines the blind carbon copied (Bcc) recipients of the email item. NOTE: Depending on how the items were processed, this information may not be present. For example, in PST files, Bcc information is available for outgoing messages, but not for incoming messages. Applies to email items. |
Categories | no | Defines categories associated with the item. |
CC | no |
Defines carbon copied (Cc) recipients of the email item. Applies to email items. |
Collection Status | no |
Defines the current processing/collection status of the item. A status of Metadata means only the metadata has been indexed. The content of the document has not been indexed or collected. A status of Content means the contents have been indexed, but the document itself has not been collected. A status of Collected means that the contents have been indexed and the document has been collected. |
Create Date | no | Defines the original creation date of the item. |
Data Sources | no | Defines the data sources associated with the item. |
Enrichment Status | no | Specifies whether the item has been enriched. |
Errors | no | Defines any errors associated with the item. |
Export Locations | no | Defines any export locations associated with the item. |
Extraction Type | no | Defines the type of extraction performed on the item. |
Family BCC | no |
Defines the blind carbon copied (Bcc) recipients of the email parent document if the item is an attachment to an email. Applies to email items. |
Family CC | no |
Defines the carbon copied (Cc) recipients of the email parent document if the item is an attachment to an email. Applies to email items. |
Family From | no |
Defines the author of the email parent document if this item is an attachment to an email. Applies to email items. |
Family Reply To | no |
Defines the "reply to" email address for the parent document if the item is an attachment to an email. Applies to email items. |
Family Sender | no |
Defines the distributor of the email parent document if the item is an attachment to an email. This can differ from the Family From value if, for example, an application distributed the parent email instead of an individual. Applies to email items. |
Family To | no |
Defines the primary recipients for the email parent document if the item is an attachment to an email. Applies to email items. |
File Extension | no | Defines the file extension of the document (such as .pdf, .msg, .docx) |
File Name | no | Defines the full name of the file, including the file extension. |
File Path | yes |
Defines the original path of the document. This is the location from where the document was processed. Applies to non-email items. |
File Size | yes |
Defines the size, in bytes, of the document, including attachments. |
File Type | yes | Defines the file type of the document (such as PDF, email message, Word document). |
First Processed Date | no | Defines the date that the document was initially processed by File Analysis Suite. This date may differ from the Archive Date if the document was not collected during initial processing. |
From | yes |
Defines the author of the email item. This can differ from the Sender if, for example, the Sender is an application that distributed the item. Applies to email items. |
Grammar Entities | no | Defines any grammars and entities associated with the item. |
Has Attachments | yes | Specifies whether the document has attachments. |
Hash | no | Defines the hash value of the item. |
Holds | no | Defines any holds associated with the item. |
ID | no | Defines the unique File Analysis Suite internal ID of the document. |
Last Processed Date | no | Defines the date that the document was last processed by File Analysis Suite. This date may differ from the First Processed Date or Archive Date if the document has been reprocessed in any way. |
Master Document ID |
no |
Defines the unique File Analysis Suite internal ID of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Title |
no |
Defines the subject of an email item or the title of a document of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Hash |
no |
Defines the hash value of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document File Path |
no |
Defines the original path of the master duplicated item. This is the location from where the master document was processed. Applies to non-email items. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Repository |
no |
Defines the repository associated with the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Data Sources |
no |
Defines the data sources associated with the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Create Date |
no |
Defines the original creation date of the master duplicated item. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Record Date |
no |
Defines the last accessed date for the master duplicated item itself. Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Master Document Modify Date | no |
Defines the last modified date for the master duplicated item itself.
Limits: Only available when exporting items to CSV from within the context of a deduplication task workbook. |
Modify Date | no |
Defines the last modified date for the document itself. |
Protection Status | no | Defines whether the document has been protected. |
Record Date | yes |
Similar to the Modify Date in that this defines the last modified date for the item itself, but also applies to email items.
|
Reply To | no |
Defines the "reply to" email address for the item. Applies to email items. |
Reporting Groups | no | Defines any tag reporting groups associated with the item. |
Repository | yes | Defines the name of the repository associated with the item. |
Repository Type | no | Defines the type of repository in File Analysis Suite to which the item belongs. |
Sender | no |
Defines the distributor of the email item. This can differ from the From value if, for example, an application distributed the item instead of an individual. Applies to email items. |
Sent to Targets | no | Defines the destination and targets the document was sent to, in the format destination (target) . For any documents that have not been sent to a target, the cell in the CSV file will be blank. |
Source | no | Defines the name of the source associated with the item. |
Subject/Title | yes | Defines the subject of an email item or the title of a document. |
Tags | no | Defines any tags associated with the item. |
Thread ID | no |
Defines the unique File Analysis Suite internal ID of email threads. All items in the thread have the same Thread ID. Applies to email items. |
To | yes |
Defines the primary recipients for the email item. Applies to email items. |
Warnings | no | Defines any warnings associated with the item. |
Weighted Labels | no | Defines any weighted labels associated with the item. |
Workbooks | no | Defines any workbooks associated with the item. |
Workspace | no | Defines any workspaces associated with the item. |
TIP: Dates are presented in GMT (Greenwich Mean Time).
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From any document list, do one of the following.
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To export all documents in the list to a CSV, click Export > Export all to CSV in the action ribbon above the document list.
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To export selected documents in the list to a CSV, select the desired documents and then click Export > Export selected to CSV in the action ribbon above the document list.
TIP: To select multiple documents, use shift+click to select consecutive documents or ctrl+click to select non-consecutive documents.
The Export Results to CSV dialog box opens.
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Select and set the order of the fields you want included in the CSV.
Several fields are selected by default and display in the SELECTED FIELDS section.
To set the order that the fields will be presented in the CSV:-
Hover over the desired field in the SELECTED FIELD section and then do one of the following:
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Click either the up or down arrow in the corresponding change icon (
).
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Click and drag the field to the desired placement in the list of fields.
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Repeat as necessary to set the desired field order.
To add a field to the results that will be included in the CSV:-
In the AVAILABLE FIELD section, hover over the field you want to add and then click the add icon (
).
The field is added to the end of the SELECTED FIELDS section.
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Set the order for the newly added field.
To remove a field from the results that will be included in the CSV:-
Hover over the desired field in the SELECTED FIELDS section.
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Click the corresponding remove icon, (
).
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Click EXPORT.
The CSV is generated and displays as a download as appropriate for the browser you are using.
Open the downloaded file to view the exported information.