csv file is created at the end of the process and added to the root directory of the export, 'export-data'. This will allow this metadata to be applied to the imported documents. If re-importing files to a new FYI, ensure that all report.csv files are included in the folder location for Migrate App. If you have included any additional columns in the export using the Configuration - Structure List, these columns are also included in the report.csv index file of the export (refer below to Step 1 - Set up the Configuration Structure for the Exported files). Modified FileName (the filename as exported) pem file (private key)Īs part of each Bulk Export, a report.csv file is automatically created with a summary of the files that were exported. This article contains the following sections: If a subsequent Bulk Export is needed, contact the FYI Support Team to enable it again.
Once enabled, this allows you to run one Bulk Export. To run a Bulk Export, you need to contact the FYI Support Team at in order to enable this function. Important note: Bulk Export is only available on demand. There is also a function to export to your practice OneDrive to the folder FYI - Export.
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Bulk Export can also be used to export the documents for a specific client which can be used if a client has left your practice and you want to export all their documents before deleting them, or to archive documents, such as for a yearly archive.Įxporting all your documents would be used in the rare occasion that your practice chooses to leave FYI and it allows you to export documents in a well-structured fashion to then adopt a new system. It can be used to export documents that are held in a specific Cabinet or to export documents for a specific Partner.īulk Export could be used in the event of a practice split. Bulk Export can be used to export all or part of the FYI document store, including key metadata, to a designated Amazon Web Services (AWS) S3 directory.
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