When exporting data from FileCabinet CS, consider the options below to determine the best method to export depending on the purpose and scope of your export.

Creating drawer families

By default, the export will only list documents from the currently selected client drawer. However, if you link drawers into a family, you can export documents from all drawers associated with that family.

To link drawers together in a drawer family, see Setting up a family of drawers.

Exporting documents

Document types

All documents stored in Filecabinet CS can be exported out of the application.How documents were imported into FileCabinet CS will determine the formats the exported documents will be.

• All documents can be exported as an Adobe Acrobat .PDF file.
• Documents printed to FileCabinet CS through direct integration with another CS Professional Suite application or through the FileCabinet CS print driver will be exported as an Adobe Acrobat .PDF file.
• Documents created through Image > Copy from File will be exported as their original file format.
• Documents imported through Image > Scan will be exported as .PNG files.
• Embedded documents will be exported as the original file type.

Exporting the documents

To export documents, follow the steps below:

1. Select the drawer to export from.
2. Choose File > Send to > File.
3. Verify the Destination location. If it is not correct, click the Modify Destination button to browse and select to the correct location.
4. Select any documents to export and use the Select button to move them to the right-hand pane.

   To select all documents in the drawer to export, highlight the drawer name and click Select.

5. Click OK to export.

Other considerations when exporting

• Due to potential formatting issues, we recommend that you mark the Export documents to PDF file as images option, especially if exporting numerous documents.

  Note: Your documents may be larger in file size after exporting as .PDFs

• When exporting, remember that if you choose to Include annotations, those annotations will be a permanent part of the .PDF file.
• If you are choosing to export numerous documents from numerous drawers, remember that the process may be resource-intensive. We do not recommend that you link all drawers together when attempting to export. Consult with your qualified IT professional and perform a test export to determine your firm's individual best practice for options and the number of drawers to export at one time.
• When exporting multiple documents, if you wish to have the documents separated based on folder association, you will need to perform a separate export for each folder association.
• The use of a third-party PDF print driver to print documents to a PDF is not supported and exporting documents through the File > Send To dialog should be used to convert documents to a PDF file.

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