Slate supports automated exports of documents to an SFTP endpoint. Schedule Export Properties Generating a document requires configuring the file path and format within the Schedule Export properties of a Document Export (Application) . Refer ...

Overview The Configurable Joins Document query base is the latest document export query base available in Slate. It is more computationally efficient and user friendly than previous document export methods. This query base exports all documents a...

The document export query is configured to return   only new documents   each time the query is run.  The two options for testing document exports are: Run Query Run to SFTP   Run Query This option does ...

☑️ Prerequisite Skills Creating a Document Export Query in Configurable Joins Sometimes a third-party system requires document metadata to be included on the document itself, as opposed to being in an associated index file. To accomplish...

☑️ Prerequisite Skills Creating a Document Export Query in Configurable Joins When creating a Document Export query using the Configurable Joins - Document query base, a standard pdf:file export is available as a Direct Export, which g...

PDF documents can be exported manually using Query Builder (please see Exporting Materials to an External System for scheduling material exports).  For exporting materials using the Admin PDF Download method, follow the steps below: Se...

The following charts compare two methods of batch exporting materials to help determine the option that best meets needs.   Feature Comparison This side-by-side feature comparison looks at specific details and settings available for...

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 ...

⚠️ Legacy Functionality Ahead! This article is specifically for use with the legacy Slate Template Library Document Export query base. For instructions utilizing Configurable Joins, see Configuring Document Export Materials and Creating a Doc...

⚠️ Legacy Functionality Ahead! This article contains instructions for document exports on Slate Template Library query bases. For the most up-to-date information on customizing document export file names using Configurable Joins, see Customizin...