Current Files from a Single Project
Bulk download
Users can extract the most recent file from multiple cards via the Bulk Doc Download function on the card list.
Navigate to the card list for any project, select the card(s) you want to include in the export and click "More Actions" - select the "Bulk Doc Download" option from the drop-down.
Once selected, the card(s) you selected will be prepared. Once completed, click the "Download file archive (YYYY-MM-DD XX:XX:XX) link to begin downloading a zip file with the card(s) you selected.
The files are named according to the Outgoing File Names format defined on the main settings page of the project.
This export will provide you with the MOST RECENT VERSION of each file.
Zip compilation
If you are looking for a zip folder with substructure (i.e. per doc code) and with options to remove cover pages and make formatting/naming changes like you could with a PDF compilation, then your best option will be to create a compilation as a "ZIP" file type. See Compilation Details and Structure Options for more information.
Current versions of files from multiple projects
The Multi-Project Card Report allows users to download documents in bulk from multiple projects at once. This option is available on the top right of the grid. Users can download active, secondary/native, and comment files from here.
The naming convention for the bulk doc download can be modified under Admin > General > Project Options > Bulk Doc Pattern. (On the Multi-Project Card Report, this default overrides project settings for bulk doc pattern.)
All versions of files from multiple projects
If you wish to export every version of every file from one or more projects please send a message to our support team with the names/IDs of the projects you wish to export. This will be prepared for you and made available as a zip file. The zip will have the following folder hierarchy.
- Project
- Doc Code
- Card Name
- All versions of files (using the file name convention + time/date).
- Card Name
- Doc Code
To export card metadata and submittal history, simply create an SDI report and run it for the project(s).