File Analysis Suite 3.7.0 Manage Help Center

# Request a content export

You can request an export of documents from a hold or workbook for review offline. The exported documents represent the contents of the hold or workbook at the time of the export request. Once exported, the documents can be downloaded from the designated FTP resource.

To request an export from a hold

1. On the workspace Overview page, click MANAGE ALL HOLDS or click the Holds card header.

   The Holds page opens.

2. On the Holds page, click or hover over an active hold (status is On Hold or Release Failed) and then click the export icon ().

   TIP: You can also click in the row for the desired active hold, open the detail panel (), and then click EXPORT.

   NOTE: The export function is disabled under the following conditions:

   - The selected hold has been released.

   - The hold was created, but has not been applied to any documents.

   The Export dialog opens.

1. Select an export location. Do one of the following:

   - To export content to an existing export location, select the desired location. If a single export location exists, this location is selected automatically.

   - To export content to a new export location, click NEW EXPORT LOCATION.

     1. In the New Export Location dialog, complete the options for the new export location.

        Option | Description
        --- | ---
        Name | Type a unique, meaningful name of the new export location. This becomes the name of the folder within the designated FTP resource. Limits: Maximum 50 characters. Cannot contain the `\ / : * ? " < > | .` special characters.
        Description | Type a meaningful description for the workspace template. Limits: Maximum 250 characters.
        Max number of items per output volume | Enter the maximum number of items to be exported per output volume. Additional volumes are created if the maximum is reached. Default: 100000 Limits: whole numbers between 100 and 100000

     2. Click CREATE.

        The new export location is created and is selected as the Export Location.

2. Specify the Content Selection handling option:

   1. To select remaining or new items since the previous export, select Export remaining items. This is an incremental export, and only net new items since the last export are included.

   2. To select all items, select All Items. All documents associated with the hold are exported, regardless of whether they were already in a previous export.

3. To export the family parent only, select Export top-level documents only. Clear the Export top-level documents only to export all documents contained in the family.

   A count of the items to be exported is displayed.

4. Click EXPORT.

   The new export is created.

   NOTE: It may take some time for the export to complete, depending on the number of items in the workbook or hold.

5. When the export is complete, you can download the contents from the FTP location. For documents that were placed on hold and then protected, the pre-protection version of the document is exported.

   For more information, see Download content exports.

To request an export from a workbook

1. On the Workbook page within a workspace, hover over or click the row for the desired workbook and then click the export icon ().

   TIP: You can also click in the row for the desired workbook, open the detail panel (), and then click EXPORT on the GENERAL tab.

   NOTE: The export function is disabled if the selected workbook is empty.

   The Export dialog opens.

1. Select an export location. Do one of the following:

   - To export content to an existing export location, select the desired location. If a single export location exists, this location is selected automatically.

   - To export content to a new export location, click NEW EXPORT LOCATION.

     1. In the New Export Location dialog, complete the options for the new export location.

        Option | Description
        --- | ---
        Name | Type a unique, meaningful name of the new export location. This becomes the name of the folder within the designated FTP resource. Limits: Maximum 50 characters. Cannot contain the `\ / : * ? " < > | .` special characters.
        Description | Type a meaningful description for the workspace template. Limits: Maximum 250 characters.
        Max number of items per output volume | Enter the maximum number of items to be exported per output volume. Additional volumes are created if the maximum is reached. Default: 100000 Limits: whole numbers between 100 and 100000

     2. Click CREATE.

        The new export location is created and is selected as the Export Location.

2. Specify the Content Selection handling option:

   1. To select remaining or new items since the previous export, select Export remaining items. This is an incremental export, and only net new items since the last export are included.

   2. To select all items, select All Items. All documents associated with the hold are exported, regardless of whether they were already in a previous export.

3. To export the family parent only, select Export top-level documents only. Clear the Export top-level documents only to export all documents contained in the family.

   A count of the items to be exported is displayed.

4. Click EXPORT.

   The new export is created.

   NOTE: It may take some time for the export to complete, depending on the number of items in the workbook or hold.

5. When the export is complete, you can download the contents from the FTP location. For documents that were placed on hold and then protected, the pre-protection version of the document is exported.

   For more information, see Download content exports.

To view export details

On the workspace Overview page, the EXPORTS card displays the most recent export requests with their associated statuses.

- To view all of the exports, click MANAGE ALL EXPORTS or click the header of the EXPORTS card.

  The Exports page opens, showing all exports for all export locations.

- To view details for a selected export, click the desired export on the EXPORTS card.

  The Exports page opens, filtered by the export location of the selected export.

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Version 3.7.0 | Last updated May 2022
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Product: File Analysis Suite 3.7.0

Topic Title: Request a content export

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