You can export documents in much the same way you can export data from Slate. There are two methods by which you can export materials from Slate: Document export queries: This method is useful for larger, scheduled document downloads. ...

To export documents from Slate, you’ll create a query that returns one row per document. You can use filters to limit the documents that are returned by this query. Creating the query Go to Queries / Reports. Select New Query. Confi...

Third-party systems sometimes require document metadata to be included on the document itself, as opposed to being in an associated index file. To satisfy this requirement, we can add required information to the pdf:xml export in the document ex...

When you build a document export query , you’ll find a standard pdf:file export available as a direct export. This export generates a unique filename for the exported documents. For custom file names, you can recreate the functionality of the p...

For Slate materials to be included in a Document Export query, certain configurations are required. Custom materials and Slate system materials are configured differently. Configuring Custom Materials Custom materials must have an export value con...

Once you’re satisfied with your document export query , you can schedule it for export to an SFTP endpoint. In your document export query, select Schedule Export . ➡️ We cover the majority of the settings found here in Scheduling Data Exports ...

Now that we’ve built a document export query and configured it to schedule exports , we can test the export process . Your options for testing document exports are: Run Query Run to SFTP 💡 Document export queries return   ...

You can manually export PDFs using Admin Download PDFs . 📖 Looking to schedule the export of your materials ? Creating a material export query Go to Queries / Reports . Select New Query. Configure the following settings: Name...

Slate supports exporting documents to an external document management system (such as OnBase, ImageNow, or Docfinity). The documents can be packaged in one of three ways: in a zip archive with an index file, in a zip archive with the index keys incl...

It is important to take a step back from the Document Export query to determine the materials required for export, and how external systems need to consume the data associated with each material.   Defining Documents The Document Expo...

By default, individual documents generated by a Document Export query are given file names based on a unique identifier provided for each material record. However, file names can be customized to meet the requirements of another system that receives...