User guide

About Export Sets
www.iprotech.com Ipro eCapture User Guide 6-63
877-324-4776 Q1 2014
Use Export Sets to create an export on an individual document level with sort
capabilities. The data can be sorted by a selected field and then exported in
that order. The default sort lists the parents in the order they were discovered
and their children attached to them. For example, you can export data for a
job (such as culling the document collection for all Excel spreadsheets, and
then sorting by date), while continuing to QC the rest of the collection. Or
search for all hot documents and create a set for those hot documents exclu-
sively. Essentially, you would isolate a group of documents, apply the desired
sort, and create the Export Set from the context menu. (Note: The context
menu option, Create Export Set, will not be available if the documents were
not sorted with families together.) The default sort lists the parents in the
order they were discovered and their children attached to them.
Export Sets are used in an Export Series, which allow the exporting of succes-
sive unattended exports with sequential image keys (Bates™ numbering) and
volumes. Series are discussed in Chapter 7, Creating Export Series and Export
Jobs.
In addition, an Export Set will store which documents are to be exported and
which order they were sorted when the set was created. An Export Job can
only be made up of one Export Set. An export set will be applied to a QC ses-
sion as a whole.
Export sets are managed in the Ipro eCapture Controller just like a regular job.
See Chapter 2, Ipro eCapture Controller and the section Managing Process
Export Sets or Data Extract Export Sets on page 2-58 for more information.
Creating an Export Set
When you create a new Export Set you have two options. You may create a
New Export Set by giving it a unique name or you may select an existing
Export Set and overwrite it with the newly created Export Set.
1. Once the Processing Job session or Data Extract Job session is sorted,
right-click the Processing Job Session Tab or Data Extract Job Ses-
sion Tab to display the context menu and select Create Export Set.
(Note: If this menu option is dimmed, the option, View Compound Doc-