Generate CSV File - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This feature is only supported in life cycles that route documents.

You can create a CSV file for documents using the Generate CSV File option from the right-click menu in the Inbox tab. Selecting this option places the contents of a document's metadata into an Excel spreadsheet. You can determine the items from the document you want placed in the spreadsheet.

To generate a CSV file:

  1. In the Inbox tab, right-click and select Generate CSV File. The Generate CSV File dialog is displayed.
  2. Type a name for the report in the Report Name field. The name entered here becomes the name for the Excel spreadsheet.
  3. In the Documents section, select to include either the document or documents you have selected, or to include all documents currently displayed in the Inbox tab.
  4. In the Columns section, select to include any or all of the following columns in your spreadsheet:
    • Document Name

    • Document Date

    • Archive Date

    • Document Type

    • Document Handle

    • DocPop URL

  5. In the Keywords section, select to include either All keywords, Common keywords or no keywords (None).
  6. Click Generate. An Excel spreadsheet is displayed with the options you selected.