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Exporting documents via e-binder

Modified on Tue, 20 Feb 2024 at 10:15 AM

It's possible to export documents to an  e-binder, which is a zip file containing an Excel format of the document, action log, comments and attachments. The zip file will also contain the attachment files themselves alongside links in the Excel to the attachments. The purpose of this feature is to be able to provide the data to an auditor or other party who doesn't have access to the software.

To export documents to an e-binder, follow the steps below:

1. Open the list view to filter the documents to be included in the e-binder.

2. Click the e-binder icon. You will first see a warning (in 22.2 and later) and you must reconfirm that you intend to download all the selected documents and their attachments as this can take some time.

Note: From 22.2, there is a global parameter e-binder Max Documents in which you define the maximum number of documents that can be exported to a single e-binder. By default, this is set to 1000 (but can be changed) and the speed of the download depends mostly on the number of attachments on the selected documents.

This is the error the user will see if they try and export more than the configured number of documents. 

Warning! The process does not run in the background. The user must wait whilst the e-binder download is automatically stopped.

Select Show in folder

Right-click the folder and select Extract All.

The extracted e-binder folder includes an index Excel sheet containing all the underlying documents and a data folder containing their supporting evidence. 

The index file contains hyperlinks to all exported documents.

You can click a document to view its content in Excel and all supporting documents, comments and actions. 

From the Attachments tab, you will see a list of attachments with hyperlinks which will open the attachments from the Data folder.

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