Data Discovery & Risk Insights 25.1.0 Help Center

# Request a content export

You can request an export of data items from a hold or unstructured workbook for review offline. The exported data items represent the contents of the hold or workbook at the time of the export request. Once exported, the data items can be downloaded from the designated FTP resource.

To request an export from a hold

1. On the workspace overview page, click the HOLDS tab of the workspace artifacts panel and then click MANAGE HOLDS.

2. On the Holds page, click or hover over an active hold (status is On Hold or Release Failed) and then click the export icon ().

   TIP: You can also click in the row for the desired active hold, open the detail panel (), and then click EXPORT.

   NOTE: The export function is disabled under the following conditions:

   - The selected hold has been released.

   - The hold was created, but has not been applied to any documents.

   The Export dialog opens.

1. Select an export location. Do one of the following:

   - To export content to an existing export location, select the desired location. If a single export location exists, this location is selected automatically.

   - To export content to a new export location, click NEW EXPORT LOCATION.

     1. In the New Export Location dialog, complete the options for the new export location.

        Option | Description
        --- | ---
        Name | Type a unique, meaningful name of the new export location. This becomes the name of the folder within the designated FTP resource. Limits: Maximum 50 characters. Cannot contain the `\ / : * ? " < > | .` special characters.
        Description | Type a meaningful description for the workspace template. Limits: Maximum 250 characters.
        Max number of items per output volume | Enter the maximum number of items to be exported per output volume. Additional volumes are created if the maximum is reached. Default: 100000 Limits: whole numbers between 100 and 100000

     2. Click CREATE.

        The new export location is created and is selected as the Export Location.

2. Specify the Content Selection handling option:

   1. To select remaining or new data items since the previous export, select Export remaining items. This is an incremental export, and only net new data items since the last export are included.

   2. To select all data items, select All Items. All data items associated with the hold are exported, regardless of whether they were already in a previous export.

   A count of the data items to be exported displays.

3. Click EXPORT.

   The new export is created.

   NOTE: It may take some time for the export to complete, depending on the number of items in the workbook or hold.

4. When the export is complete, you can download the contents from the FTP location. For data items that were placed on hold and then protected, the pre-protection version of the data item is exported.

   For more information, see Download content exports.

To request an export from a workbook

1. On the Workbook page within a workspace, hover over or click the row for the desired workbook and then click the export icon ().

   TIP: You can also click in the row for the desired workbook, open the detail panel (), and then click EXPORT on the GENERAL tab.

   NOTE: The export function is disabled if the selected workbook is empty.

   The Export dialog opens.

1. Select an export location. Do one of the following:

   - To export content to an existing export location, select the desired location. If a single export location exists, this location is selected automatically.

   - To export content to a new export location, click NEW EXPORT LOCATION.

     1. In the New Export Location dialog, complete the options for the new export location.

        Option | Description
        --- | ---
        Name | Type a unique, meaningful name of the new export location. This becomes the name of the folder within the designated FTP resource. Limits: Maximum 50 characters. Cannot contain the `\ / : * ? " < > | .` special characters.
        Description | Type a meaningful description for the workspace template. Limits: Maximum 250 characters.
        Max number of items per output volume | Enter the maximum number of items to be exported per output volume. Additional volumes are created if the maximum is reached. Default: 100000 Limits: whole numbers between 100 and 100000

     2. Click CREATE.

        The new export location is created and is selected as the Export Location.

2. Specify the Content Selection handling option:

   1. To select remaining or new data items since the previous export, select Export remaining items. This is an incremental export, and only net new data items since the last export are included.

   2. To select all data items, select All Items. All data items associated with the hold are exported, regardless of whether they were already in a previous export.

   A count of the data items to be exported displays.

3. Click EXPORT.

   The new export is created.

   NOTE: It may take some time for the export to complete, depending on the number of items in the workbook or hold.

4. When the export is complete, you can download the contents from the FTP location. For data items that were placed on hold and then protected, the pre-protection version of the data item is exported.

   For more information, see Download content exports.

To view export details

1. On the workspace Overview page, click the EXPORTS tab of the workspace artifacts panel.

2. Click MANAGE ALL EXPORTS.

   The Exports page opens, showing all exports for all export locations.

3. (Optional) In the export location panel, select the desired export location to filter the list of export locations.

   The list of exports is filtered by the selected export location.

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Version 25.1.0 | Last updated February 2025
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