Exporting A Folder

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Exporting Documents from a Folder

Once endorsement is complete and quality control (QC) has been performed, you are ready to generate an export of your documents.

Exports are created at the folder level and include all documents contained in the selected folder.


Create an export

Select the appropriate folder and choose Export from the drop-down menu.

Name your export, select an appropriate export template , and proceed.

Export templates determine how documents, natives, metadata, and load files are formatted in the final export.

Export settings screen

Once the export is initiated, Nextpoint will generate ZIP archives in the background. You will be notified when the export is complete and ready for download.

Note: Large exports may take additional time to process.

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