Use Download for export
Use the procedure in this topic to configure the Download export channel. When you select Download, processed documents and extracted data are exported as a ZIP file that can be downloaded by assigned users or groups.
Before configuring the Download export channel, we recommend that you complete the following steps:
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Configure export settings
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Configure classification
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Optional. Configure PDF generation
- From the ribbon, select Steps.
- Select the Export tab.
- From the Export channel list, select Download.
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Configure the following setting.
Setting
Description
Assign download task to
Select the users or groups who can download the exported ZIP file.
Do either of the following:
Action
Description
To create a new resource, click Create new.
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In the New group window, enter the name for the group.
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Click Add to add group members.
The Add group members window is displayed.
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Add individuals or groups and click Done.
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Click Save.
To add an existing resource, click Add.
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In the Add reviewers window, add groups or individuals.
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Click Done.
A green check appears next to Export to indicate that it is activated and configured with no errors. A red circle indicates the configuration is incomplete.
The document export activity is added to the DocAI Studio workflow.
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- Once export is configured, Save your solution.
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Optional. Configure other export channels.
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Optional. Configure other steps.
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Optional. If you complete the configuration, publish your solution.