Downloading Documents in Bulk

Easily download lots of documents using the bulk download feature. You can download documents directly or download from a queue.

Download documents directly

You can download documents directly to your Downloads folder when you have 100 documents or less.

The option to download documents directly is available only when the number of documents is 100 or less. The documents are downloaded in a zip file. There is no password protection or control over the zip file size. If you want to protect the zip file with a password or control the file size, you can use the download from a queue method.

1. Select the documents in the Register.

2. Click the Download icon.
   

   The Select files to download dialog box opens.

3. Select whether to group documents by document number or file type.

   

4. Select whether to include the document metadata spreadsheet.

5. Select the Direct Download radio button.

6. Click Download. The files are downloaded in a zip file.

You can unzip the file and view the documents.

Download documents in a queue

Download documents to a queue when you have to download more than 100 documents. You can also use a queue when you want to minimize the performance impact of downloading documents. You can also use this method when you want to add a password to the zip file, control the size of the zip file, or track what has been downloaded.

The download to a queue runs on a separate process, so it does not take away from the performance of the project. After the files have been downloaded to the queue, you can download them to your workstation.

1. Select the documents in the Register.

2. Click the Download icon. The Select files to download dialog box opens.

3. Select whether to group documents by document number or file type.

   

4. Select whether to include the document metadata spreadsheet.
5. Select the Download via Queue radio button.
6. Enter the title of the zip file and the maximum zip file size.
7. If you want to protect the zip file with a password, select the Password protect the downloaded zip file check box, and then enter a password.
8. Click Download. A message stating the download has completed successfully is shown after the download is complete.

You can then download the documents from the queue to your workstation.

Download documents from a queue to your workstation

After documents have been downloaded to a queue, you must download them to your Downloads folder.

After you download files, you can go to the queue to manage the files. Expired downloads have a yellow exclamation point in the Download column of the Manage download queue. If a download has expired, you cannot download the documents to your workstation, and the documents must be downloaded to the queue again.

1. From the Documents Register, click the Actions menu, and then select Manage download queue. The Manage download queue dialog box opens.

2. If you want to see a list of the files in the download, click the number in the No. of files column for the download.

   

3. Click the Download icon in for the download. The files are downloaded in a zip file to your Downloads folder.

You can unzip the file and view the documents. If you entered a password when you downloaded to the queue, you must enter it to unzip the file.