Slate supports automated exports of documents to an SFTP endpoint. Schedule Export Properties Generating a document requires configuring the file path and format within the Schedule Export properties of a Document Export (Application) .  Refe...

Overview The Configurable Joins Document query base is the latest document export query base available in Slate. It is more computationally efficient and user friendly than previous document export methods. This query base exports all documents...

Slate supports exporting documents to an external document management system (such as OnBase, ImageNow, or Docfinity). The documents can be packaged in one of three ways: in a zip archive with an index file, in a zip archive with the index keys incl...

The document export query is configured to return   only new documents   each time the query is run.  The two options for testing document exports are: Run Query Run to SFTP   Run Query This option does  not generate documen...

Prerequisite Skills Creating a Document Export Query in Configurable Joins Sometimes a third-party system requires document metadata to be included on the document itself (as opposed to being in an associated index file). To accomplish this,...

Prerequisite Skills Creating a Document Export Query in Configurable Joins When creating a Document Export query using the Configurable Joins - Document query base, a standard pdf:file export is available as a Direct Export, which generate...

PDF documents can be exported manually using Query Builder (please see Exporting Materials to an External System for scheduling material exports).  For exporting materials using the Admin PDF Download method, follow the steps below: Select Quer...

The following charts compare two methods of batch exporting materials to help determine the option that best meets needs.   Feature Comparison This side-by-side feature comparison looks at specific details and settings available for each expo...

For Slate materials to be included in a Document Export query, certain configurations are required. Custom materials and Slate system materials are configured differently. Configuring Custom Materials Custom materials must have an export ...

It is important to take a step back from the Document Export query to determine the materials required for export, and how external systems need to consume the data associated with each material.   Defining Documents The Document Export query ...

By default, individual documents generated by a Document Export query are given file names based on a unique identifier provided for each material record. However, file names can be customized to meet the requirements of another system that receives...