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 you begin

Before configuring the Download export channel, 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 Download.
  4. 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.

    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.

    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.

  5. Once export is configured, Save your solution.
Next steps
  • Optional. Configure other export channels.

  • Optional. Configure other steps.

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