Use the Exports Summary

Navigation Tree > Exports

Users with the required permissions can click Exports in the Navigation Tree to view a list of all the Exports (initial Export Streams to which Export Volumes may have been subsequently added) performed in the Project.

You can search the contents of an Export Stream, or an individual Export Volume.

Some settings and options discussed here may not be available for review-integrated Projects; for more information, see Set Up an Export.

Export Summary

The columns in the summary display Export information. All but the Description column are shown by default.

  • Export Name — The name assigned to the Export Stream. You can click a given Export name to open that Export Stream and view the exported documents. (You can also double-click anywhere in the row for an Export to do this.)
  • DescriptionClosed Provides a helpful description of an item. A description can have up to 255 characters. (hidden by default) — The description specified for the Export Stream (for example, providing the original name of the Stream before you renamed it).
  • Production State — The production status of the Export; possible statuses include Open, Staged, Exported, and Empty.
  • Exported by — The user who set up and exported the Export Stream.
  • Date Created — The date (full timestamp) on which the Export (for example, 2018-09-05 10:13:13).
  • Documents — The number of documents in the Export Stream.

To change the columns displayed, right-click in the column header. To reorder columns, drag and drop individual column heads.

New Export and Related Options

To set up a new Export, use the New Reef ECA Export Stream option to create a standard Reef ECA-only Export Stream, or (if the Project is review-integrated) the New review-platform Stream option (for example, New Reef Review Export Stream) to export (promote) data to an associated project on the review system. You can select these options from the summary or by right-clicking on Exports in the tree.

Right-click anywhere in an Export's row or click the context menu icon at the far right to see a menu of the following options. (Options are available if you have the required permissions, and some options depend on the production state of the Export(see above).

  • New Export Volume (Staged, Exported, or Empty) – Launches the Export dialog with the current Export Stream name and settings, enabling you to modify per-Volume settings. This option applies to any type of Export.
  • Export All Staged (Staged only) – Stages and exports all Volumes in the Export Stream that have not already been exported. Selecting this option after an export failure will ignore any previously reported errors and proceed with the Export. This option does not apply to an Empty Export or a Stream in the Exported state.
  • Generate Load File (Staged or Exported, but not Empty) – Launches the Generate Load File dialog, which enables you to generate a new load file or new version of an existing load file based on the following:
    • A change to the Export Location
    • A change to the load file format and option to split the load file
    • A change in mapping used for an Export Stream (or Volume), to generate a new version of an existing load file
    • Last update dates, so you can generate a filtered load file that contains only the last updated entries associated with update dates you select.
  • Export Duplicates Volume (Staged or Exported, but not Empty) – If an Export Stream has settings that include Remove Duplicates from Export and Load File, you can use this option to launch the Export Duplicates Volume dialog and generate a Duplicates Export Volume that either produces the Duplicate Files at the Export Data Area (along with a Load File), or produces only a Load File that contains references to the previously exported Duplicate Source Files.
  • Create Near-Duplicate Metadata (Staged or Exported, but not Empty) – Launches the Create Near-Duplicate Metadata dialog so you can request Near-Duplicate processing for the Export Stream (unless the Export Stream's Near-Duplicate information is already up-to-date).
  • Update Custodians (Staged or Exported, but not Empty) – An Export Stream provides a snapshot of the Custodian assignments for its documents at the time the Export Stream was processed. If you subsequently change the Custodian assignment for documents that are part of your Export Stream, you can use the Update Custodians operation to propagate the changes to the Export Stream. (A given document can be assigned to only one Custodian, so saving a document to a Custodian will change the Custodian assignment.)
  • Edit(Staged , Exported, or Empty) Launches the Edit Export dialog, which lets you update the name or description of the Export Stream.
  • Delete(Staged , Exported, or Empty) – If you have the required permissions, deletes an existing Export Stream and all Volumes associated with it.