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 only new documents each time the query is run. 

Run query

Select Run Query to see query results.

This option does not generate document files. This is very helpful in testing, providing a method of quickly returning a preview of the filename format, material settings, and records returned.

This is a great option while testing, because it runs quickly and uses fewer resources than a full document export. 

Run to SFTP

When the the query results return the correct information in the correct format, it's time to fully test the document export by manually testing the document creation process.

To test the document creation process:

1. Select Run to SFTP.

2. Enter EXPORT in the browser dialog. Files are exported to the Technolutions SFTP servers.

The two ways to access these files are:

• SFTP Explorer: View files and download them from the designated folder to your desktop in Database → SFTP Explorer.

• Client that supports the SFTP protocol: Set up a user account with the necessary credentials for the SFTP client to connect to the Slate SFTP servers.

Activating the document export

If satisfied with the results of testing and ready to activate, select Edit Properties on the query results page, then select Delete Run to remove the query result history.

Since the initial query run was for testing purposes, removing the run allows these documents to be included in the query again, provided the documents still meet the filter criteria.