WEBVTT

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Welcome to Vault Help!

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In this video, we'll cover the Export
Binder option, which allows you to export

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all documents from a binder
or a subset of those documents.

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You can also export different artifacts
for the selected documents, including

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renditions, source documents, document fields,

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audit trails, and attachments.

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Before we start, let's make sure that Binder Export

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is enabled in our Vault. To enable Binder Export,

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head to Tab collections > Admin

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Settings > General Settings.

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Click Edit and head to the Binder Options
sub-section.

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Click Enable Binder Export.

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You can control the maximum characters
for exported file names,

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exported folder
names, and exported document paths.

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We'll keep the default options for this demo.

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Click Save.

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Now that we have the Export Binder Option

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enabled, let's take a look at a Binder.

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Here is an example of a Binder.

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It is a Cholecap Auto-File test Binder.

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To export documents from within this Binder,

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head to the Actions menu and select Export Binder.

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Use the checkboxes

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to select the parts of the Binder
you wish to Export.

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If the Binder has a complex structure, click Expand

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All to make finding your checkboxes easier.

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We're going to Click Export entire Binder.

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Click Next.

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Select the Artifacts to Export.

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Export Artifact has the following options:

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Renditions, Source Documents,

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Document Fields,

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Document Attachments, and Document
Audit Trails.

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The first option is Renditions.

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Use the drop-down to select Rendition
Types.

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A viewable rendition, which exports
the PDF rendition of your document,

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is the most common,
and we’ll select this option for this demo.

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We'll discuss the Version Selection options in a few.

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The Source Document option exports
the source file for a document.

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Source Documents could be any type of file.

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ZIP, DOCX, and CSV are some examples.

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We'll leave this one alone for this demo.

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The Document

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Fields option creates a single CSV file
within the top level Binder

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folder, listing each downloaded file
in the associated document fields.

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If you download both viewable renditions
and source files,

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the CSV
file contains a separate record for each.

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We're going to choose this option.

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The Document Attachments option
exports attachments

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that exists on selected documents.

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Use the drop-down to select either
the Latest Version of the attachments

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or All Versions.

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We'll choose this
and the Latest Version for this demo.

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The Document Audit Trail is to be selected

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if you want to export document
audit trails.

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The audit trails
include all document versions. Choose

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between exporting these logs
as a PDF or CSV file.

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We'll leave this one alone for this demo.

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Now that we've made our choices,
let's choose a Version Selection.

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For follow version binding rule,

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the Binder Export
will include the selected document version

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as determined by the version
binding rule on the Binder.

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We'll select this for our demo.
For include all major versions.

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The Binder Export will include all major
versions for each selected document.

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For include all major and minor versions,

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The Binder Export will include all major
versions for each selected document.

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Under the Defined Document Naming Rule,

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Select which document field to use
for naming exported files.

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You can choose name, document number or title.

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We'll choose name for this demo.

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Click Next.

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On the

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confirmation page
you will see a summary of your Export.

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Verify all the information is correct
and click Finish.

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Binder Export can take several minutes.

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When the process is complete, you’ll receive an
email notification.

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You will also receive a message
in the notification

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panel found in the top right
corner of your Vault.

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From either place,
click the link to download the zip

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file that contains
all exported files and data.

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This is what a zip extract looks like.

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Double click on the folder
to fully open the zip file.

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Export_Results provides

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information about your export and

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export_summary is the extract of the document fields.

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Thank you for joining me today
to learn about Binder Export.

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Remember that you can always find

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more information and support
by clicking Help in the application.