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Printing

Exporting data from FileCabinet CS

When exporting data from FileCabinet CS, consider the options below to determine the best method to export depending on the purpose and scope of your export.

Creating drawer families

By default, the export will only list documents from the currently selected client drawer. However, if you link drawers into a family, you can export documents from all drawers associated with that family.

Exporting documents

Document types
All documents stored in Filecabinet CS can be exported out of the application.How documents were imported into FileCabinet CS will determine the formats the exported documents will be.
  • All documents can be exported as an Adobe Acrobat .PDF file.
  • Documents printed to FileCabinet CS through direct integration with another CS Professional Suite application or through the FileCabinet CS print driver will be exported as an Adobe Acrobat .PDF file.
  • Documents created through
    Image > Copy from File
     will be exported as their original file format.
  • Documents imported through
    Image > Scan
     will be exported as .PNG files.
  • Embedded documents will be exported as the original file type.
Exporting the documents
To export documents, follow the steps below:
  1. Select the drawer to export from.
  2. Choose
    File
    Send to
    File
    .
  3. Verify the
    Destination
     location. If it is not correct, use the
    Modify Destination
     button to browse and select to the correct location.
  4. Select any documents to export and use the
    Select
     button to move them to the right-hand pane.
    To select all documents in the drawer to export, highlight the drawer name and choose
    Select
    .
  5. Select
    OK
     to export.
note
  • If exporting multiple documents from multiple drawers, to ensure separation of documents from different drawers, in the
    File name
     section, mark the
    Drawer ID
     option.
  • If exporting multiple documents and you wish each document to export as a separate document, make sure the
    Combine documents into single PDF file
     option is unmarked.
Other considerations when exporting
  • Due to potential formatting issues, we recommend that you mark the
    Export documents to PDF file as images
     option, especially if exporting numerous documents.
    note
    Your documents may be larger in file size after exporting as .PDFs
  • When exporting, remember that if you choose to Include annotations, those annotations will be a permanent part of the .PDF file.
  • If you are choosing to export numerous documents from numerous drawers, remember that the process may be resource-intensive. We do not recommend that you link all drawers together when attempting to export. Consult with your qualified IT professional and perform a test export to determine your firm's individual best practice for options and the number of drawers to export at one time.
  • When exporting multiple documents, if you wish to have the documents separated based on folder association, you will need to perform a separate export for each folder association.
  • The use of a third-party PDF print driver to print documents to a PDF is not supported and exporting documents through the
    File > Send To
     dialog should be used to convert documents to a PDF file.

This article applies to:

  • PRODUCT: FileCabinet CS