Complete the Export
To validate and run an export job, ensure the procedures were completed in Create Export Sets:
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Get Started:
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If a saved public search representing the documents to be produced does not exist, create and save the needed search as explained in ADD Review Enter Case Help.
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If Production Shield has not been set for the desired search and you want security applied to this export job, right click the desired search and choose Set Production Shield. See About the Production Shield for additional information.
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If the export set is saved/not open, click to access the Export setup page. Select the export set.
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In the Export Tools section of the page, click .
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In the Select Documents dialog box, select the needed saved search and optionally select fields to sort by and their sort order. Click OK.
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Click and evaluate the Validation Report. A typical report is shown in the following figure; different entries will exist depending on your export selections.
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If the report identifies conflicts, resolve the conflicts. Possible issues and override details are explained in the following table. In the table, Override indicators are as follows:
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Continue as follows:
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If conflicts were found, make needed corrections and/or override the conflicts as required. then go to step 7.
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If no conflicts were found, go to step 8.
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After resolving or overriding conflicts, click to re-check the export set.
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After all conflicts are resolved and/or overridden, click to start the export (The button is available only when all conflicts have been addressed.)
- Optional: Click (located in the bottom right of the Status area) to refresh the data in the Status area.
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Observe Status below Summary in the right pane. Status will change as process steps complete, and may include the terms listed in the following table.
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When the export job is complete, export files are ready for use.
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If errors exist, click the Total Errors number (a link). An Export Errors dialog opens and shows information about document errors, page errors, and load file errors. Details can be exported to a .CSVA comma-separated values (CSV) file used to store tabular data. file if needed.
Y = Can be overridden
S = Can sometimes be overridden (depending on circumstances)
N = Cannot be overridden
Export/Production Troubleshooting