Generating a CSV File - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client
Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

You can create a comma-separated values (CSV) file that contains information about selected documents. This file is created by the Generate CSV File menu option in a document select list. You can specify the information to include in the CSV file. The Generate CSV File option is available in the Document Retrieval and Custom Queries layouts.

Note:

The Generate CSV File option is available only if the user has the Generate CSV Files privilege. See your system administrator for more information.

To generate a CSV file:

  1. In a document select list, select the documents you want to include in the CSV file, then perform one of the following actions:
    • Right-click one of the selected document and select Generate CSV File.
    • Click the Context Menu button in the upper-right corner and select Generate CSV File.
    The Generate CSV File dialog box is displayed.
    Generate CSV File dialog box.
  2. Enter a name for the CSV file in the Report Name field. This name is used for the file name of the CSV file.
  3. In the Documents section, select one of the following options to specify which documents you want include information for in the CSV file:

    Option

    Description

    Include only the selected document(s)

    Only include information for the documents you selected.

    Include all documents

    Include information for all documents in the document select list.
  4. In the Columns section, select one or more of the following options to specify what information you want to include for each document in the CSV file:

    Option

    Description

    Document Name

    The Auto-Name string of the document.

    Document Date

    The date used by OnBase to identify the document. The document date is assigned to a document during import, and it can be modified after import.

    Date Stored

    The date on which the document was imported into OnBase. This date cannot be modified after import.

    Time Stored

    The time at which the document was imported into OnBase. This time cannot be modified after import.

    Document Type

    The name of the Document Type to which the document belongs.

    Document Handle

    The unique document number assigned to the document when it was imported into OnBase.

    DocPop URL

    The URL used to access the document using DocPop.

    Note:

    The DocPop URL option is displayed only if the user has the Create Integration Hyperlink privilege. See your system administrator if you need this privilege.
  5. In the Keywords section, select one of the following options to specify which Keyword Values to include in the CSV file:

    Option

    Description

    All

    Include all Keyword Values for all documents included in the CSV file.

    Common

    Include only the Keyword Values for the Keyword Types that all the documents included in the CSV file have in common.

    None

    Include no Keyword Values in the CSV file.
  6. Click Generate. You are prompted to save the CSV file to your local workstation.
  7. Browse to a location for the CSV file and click Save. The CSV file is generated and saved to the location.
  8. Click Cancel in the Generate CSV File dialog box to return to the document select list.