Exporting documents

Export your data to a file or from one data source to another.

Prerequisites

To export documents, you must have the Export documents permission for the Documents parameter. For more information about permissions and parameters, see Role management.
To export all documents by using the Select all option, you must apply at least one filter. After applying a filter, you can select and export all matching documents.
If you enable the Use display names, Use partner names, or both options, the exported file will contain the display names or partner names based on your selection.

Note: The Export documents option is available in the Inbox, Sent, and All folders. This option is not available in the Drafts and Outbox folders.

Procedure

Log in to the EDX application and go to Documents.
On the Documents page, select the documents you want to export, click the vertical ellipsis button (), and then click Export documents.
On the Export selection dialog, select the parameters.
You can customize the following export settings:
- Export file type: Select the format in which you want to export documents. You can select one of the following formats:
  - CSV
  - JSON
  - XML
- Document count: Specify the number of documents to export.
  Note: You can export up to 10,000 records to CSV, JSON, or XML files by using the Select all option. Use the Document count field to export a specific number of records.
  
  Note: The maximum export limit is 50,000 documents.
- Information to be included in export: Select the columns to export. You can use the Select all shortcut to select or deselect all checkboxes.
- Download source, Download storage, Download target: Select the appropriate options to specify the document format you want to download. For more information about document states, see Viewing document information.
  For the illustration of the Export selection window, see Figure 1.
  
  Figure 1. The Export selection window
After you specify all of the settings, click Export.

Note: When downloading the source, storage, or target files, the export limit is 100 documents and 100 records to CSV, JSON, or XML files. If you select more than 100 documents, only the first 100 documents will be downloaded. To download the next 100 documents, navigate to the page with the 101st document and click Export again.