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Download Files

Package and download processed documents for batch export and offline processing.

Overview​

Download Files provides batch export capabilities, allowing you to select multiple processed documents and package them into ZIP files for manual delivery or external processing.

Selection Options​

Document Filtering​

  • Never exported - Select only documents that haven't been previously exported
  • Processing status - Filter by validation and processing completion status
  • Date ranges - Choose documents processed within specific time periods
  • Project filtering - Select documents from specific projects or steps

Export Tracking​

  • Export history - System tracks which documents have been exported
  • Duplicate prevention - Avoid exporting the same document multiple times
  • Batch identification - Each download batch is uniquely identified
  • Status updates - Document export status automatically updated after download

Packaging Options​

ZIP File Creation​

  • Custom naming - Define ZIP file names for organized batch exports
  • Multiple formats - Include original documents, extracted data, or both
  • Folder structure - Organize files within ZIP using logical folder hierarchy
  • Compression - Automatic compression for efficient file transfer

Content Selection​

  • Processed data - Export extracted and validated field data
  • Original documents - Include source PDF or image files
  • Metadata - Add processing logs and validation reports
  • Custom formats - Apply transform functions to modify export format

Batch Processing Workflow​

Selection Process​

  1. Access download interface - Navigate to Download Files section
  2. Apply filters - Select documents based on export status and criteria
  3. Review selection - Preview selected documents and estimated ZIP size
  4. Configure package - Set ZIP name and content options

Download Execution​

  1. Package creation - System compiles selected documents into ZIP
  2. Processing time - Large batches may require processing time
  3. Download delivery - ZIP file becomes available for download
  4. Status update - Selected documents marked as exported

Use Cases​

Batch Export Scenarios​

  • End-of-period processing - Export all documents from specific time periods
  • Client deliveries - Package documents for specific clients or projects
  • Backup and archival - Create offline backups of processed data
  • Integration handoffs - Prepare data packages for external systems
  • Compliance reporting - Export documents meeting regulatory requirements

Workflow Integration​

  • Manual processing - Download for systems without direct connector integration
  • Quality assurance - Export samples for manual review and validation
  • Data migration - Transfer processed data to different systems
  • Client portals - Provide processed documents to external stakeholders

Best Practices​

Export Management​

  1. Regular batches - Establish routine export schedules to prevent backlog
  2. Filter precision - Use specific filters to ensure correct document selection
  3. Naming conventions - Use consistent ZIP file naming for easy identification
  4. Size management - Monitor ZIP file sizes for practical download limits

Quality Control​

  1. Pre-download review - Verify document selection before packaging
  2. Content validation - Ensure all selected documents are properly processed
  3. Export verification - Confirm successful export before processing external delivery
  4. Status monitoring - Track export history to prevent duplicate processing