Export and Print Workflow Exercise Updated on 19 Nov 2024 1 Minute to read Did you find this summary helpful?
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The purpose of this document is to outline the most common Reveal 11 processes to help customers become more familiar with the platform and its data export and print capabilities.
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Product Area
Workflow
Relevant Processes
Export
Run a search and export the resulting documents
Run a search that will report back a small number of documents (<250).
Use the Export function from the Grid to create an export of all documents including native files - no other options need to be changed.
Go to the Jobs page to find and track this export job.
Download the export and make sure all native files are included in the zip file and exported metadata.
Confirm you received an email indicating that the export finished successfully.
KB Articles
Dashboard
How To Export Documents
Jobs Management
How to Troubleshoot Data Export
Printing
Run a search and print the resulting documents as searchable PDFs
Run a search that returns a small number of documents (~50).
Perform a bulk Print job using default settings except to indicate that the PDFs generated should be searchable
Monitor progress through the Jobs page.
Download the resulting documents and make sure one (1) PDF exists for each record (excluding any errors provided in the jobs table).
Confirm an email was received with the results.
KB Articles
Dashboard
How To Print a Set of Documents
Jobs Management
How to Print and Download a Document
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