› DocAI solutions › Configure steps › Configure document export

Configure document export

Use the procedure in this topic to configure document export when processing is complete. The exported data includes each imported document in its original form as well as the documents after processing.

Before you begin

Before configuring document export, we recommend that you complete the following steps:

Procedure

  1. From the ribbon, select Steps.
  2. Select the Export tab.
  3. From the Export channel list, select from the values and configure as follows:

    None

    Nothing is exported.

    Download

    Exports a ZIP file.

    When you select this export channel, additional settings are available to Assign download task to users or a group available.

    Optional. Do either of the following:

    To create a new resource, click Create new.

    1. In the New group window, enter the name for the group.

    2. Click Add to add group members.

      The Add group members window is displayed.

    3. Add individuals or groups and click Done.

    4. Click Save.

    To add an existing resource, click Add.

    1. In the Add reviewers window, add groups or individuals.

    2. Click Done.

    Azure Blob storage

    Exports your solution to Azure storage.

    Configure the following settings.

    Storage Account

    The Azure Blob storage account name.

    If you do not have an Azure Blob storage configuration, select Create new. Once the new Azure Blob storage is configured, return here to set up export to Azure storage. For more information on Azure blob storage, refer to the Tungsten TotalAgility Designer Help.

    Container Name

    The name of the container where files are exported.

    Export mode

    Select how documents are exported to the Azure Blob storage. Choose from:

    • Folder: Merged and compressed file containing all documents (Default: Selected)

    • Document: Separate file for each document

    REST API

    Guides you through exporting documents by configuring the REST API outside of DocAI. All information required by the API is provided here.

    When you select this export channel, additional settings are available.

    The REST API requires that you configure the following three calls:

    1. Logon: This call has four tabs that provide information, expected parameters, and sample code to configure the REST API to log on a user.

    2. Export: This call has four tabs that provide information and expected parameters to configure the REST API to export solution data.

    3. Logoff: This call has three tabs that provide information and expected parameters to configure the REST API to log off a user.

    If you selected the Download or Azure Blob storage export channel, a green check appears next to Export to indicate that it is activated and configured with no errors. A red circle indicates that the configuration is incomplete.

    If you selected the REST API export channel, no green or red icons are displayed because the API calls are configured and run outside of DocAI.

  4. Once export is configured, Save your solution.

Next steps

  • Optional. Configure other steps.

  • Optional. If you complete the configuration, publish your solution.