Selecting Documents for a Simple or Metadata Export

The process for selecting documents consists of first displaying a narrowed list of documents and then selecting from that list the documents you want to export.

  1. If a group of documents you want to export are all in the same workflow status, select that status. Otherwise, select All Statuses.
  1. (Optional) By default, documents with a security setting of Restricted - High or Restricted - Severe are not available for inclusion in the export. If necessary, select Show Restricted Documents.
  2. Do one of the following:
  1. Do one of the following:
  1. The list below Select By changes, depending on your Select By choice. For example, if you choose to select documents by department, a list of departments appears below the Select By list.

Do one of the following:

Note: Unlike other Select By options, the Title and Reference # options limit you to selecting documents one at a time.

  1. (Optional) To narrow a long list of documents, add one or more date-related filters (see Adding Document Filters below for details).

Note: Filters have no effect if you selected Add All From This Site or Add All From All Sites.

  1. Do one of the following to add documents to Selected Documents:

Adding Document Filters

  1. With a list of documents displayed in the Available Documents window, click Add Filter(s).
  1. In the Filter By list, click an option.

Important: In some reports, a Filter By option is preselected and not changeable.

  1. In the Date Range list, click a range.
  2. Click Add Filter.
  1. (Optional) Repeat steps 2 through 4 to add another filter to work in combination with the first filter. For example, you might want to filter for only those documents that were created within the last 90 days and that were published within the last 30 days.
  2. Click Apply.

Note: To clear any applied filters, below the Available Documents box, click Clear Filter(s).