Scheduling Document Exports
- 11 Nov 2024
- 2 minute read
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Scheduling Document Exports
- Updated 11 Nov 2024
- 2 minute read
- Print
- DarkLight
- PDF
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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 to the article on Data Export, where the majority of Schedule Export setting options are outlined, when configuring a document export. Settings unique to the document export format options are described below.
✨ TipInclude date and timestamp variables in the path name. The Document Export (Application) template is system-populated with the Path of
documentExport_%FT%T.zip. If there is a delayed pickup by the external system, this prevents overwriting files that have not yet been retrieved.
Document Export Format Options
Option | Description |
|---|---|
Document Export | This is a legacy format. Do not use this setting. |
Document Export Combined PDF | All documents that meet the criteria and were not previously included in the export are exported within a single PDF each time the document export runs. This setting is generally used if the purpose of the document export is for printing documents.
|
Document Export v2 | All documents that meet the criteria and were not previously included in the export are exported as separate documents with the selected File Type (pdf/tiff) within a zip archive each time the document export runs.
|
🔔 Important!Individual documents can not be more than 2500 pages long. Keep this in mind, especially when using the Combined PDF setting, which may potentially generate a very large document.
Document Export v2
The Document Export v2 Format options require additional configurations:
Document Type | Description |
|---|---|
Each document is exported as a PDF. This format is preferred, since it offers the smallest file sizes with the highest document quality. If a document was received electronically, its electronic format is preserved. | |
TIFF (multipage) | Each document is exported as a TIFF. This format supports multi-page TIFFs, which are rasterized versions of any electronic documents.
|
Index Format | Description |
|---|---|
No Index File | Index keys such as the record and document type are included in the file name, allowing a document management system to import the file to the correct record, with the specified document type. If a document management system requires this setting, the document export needs a custom SQL snippet to generate the file name according to specifications. Keep in mind that each document within the zip archive must have a unique file name. An example file name pattern is:
which would look like:
|
Index File formats | An index file is included within the zip archive that the document management system uses to import the correct record with the specified document type. Each file within the zip archive has its own row in the index file, including the file name, the document type, and any other data from the exports selected in the query. The file name for the PDFs will be unique identifiers. For example:
|
Index Filename | This is the file name of the index file within the zip archive. Configure this to the file name that the document management system is expecting. For example: |
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