22.8 Export
Clients with direct export permission can generate exportable documents using the right-click menu or the scan tool.
Export Steps:
- 1. Select the file to be exported, right-click, and choose Export from the context menu. In the Create Export Document window, the added file information is displayed. To add more files, click the Add File or Add Folder button in the File Information tab. Both encrypted and unencrypted files can be added.
- 2. In the Create Export Document window, the added file information is displayed. To add more files, click the Add File
or Add Folder 
button in the File Information tab. Both encrypted and unencrypted files can be added.
- 3. When adding a folder, its subfolders are included automatically, preserving the original directory structure.
- 4. When adding files or folders at any directory level, the current directory is treated as the parent directory. Double-click a folder to view its subdirectory, and click the
or 
to navigate back to the parent
- 5. After selecting the target files, switch to the Export Recipients tab and choose the recipients. Use the search box in the top-right corner to quickly locate specific recipients; the search supports fuzzy matching.
- 6. After selecting the recipients, switch to the Export Settings tab to configure the permissions for the exported document. You can set whether the document allows printing, virtual printing, clipboard copying, screenshots, modifications, limit the number of opens, set a maximum number of opens, define start and end validity times, enable automatic deletion, synchronize with standard time, require a password to view, add a watermark, allow filtering of specific file types, and automatically hide validity, open count, or modification restrictions.
For export settings, click the 
icon to choose from existing client export templates. Custom settings can be saved as a new client export template by clicking the 
icon.
- 7. After completing all selections, click Create, choose the export format and save location, and then click OK to complete the export.
Note:
- 1. Watermark activation and content are configured by the administrator in the console under Document Security Management -> Encryption Settings -> Window Watermark -> Export Watermark. Clients can view but cannot modify these settings during export or export request.
- 2.If filtered file types are selected in the export settings, when viewing the exported document and performing a Save As operation: Saving as a filtered file type produces a plaintext file. Saving as a non-filtered file type produces an encrypted file.
- 3. The Auto Delete option can only be enabled if a validity period or maximum open count is set. When enabled, the exported document will be automatically deleted upon next opening once it exceeds the validity period or reaches the maximum open count.
Client Export Template Management
Clients can create and manage templates for frequently used export configurations.
When performing a direct export or export request, click the Template 
icon in the Export Settings tab to open the Client Export Template Management interface.
The management process is the same as for console export configuration templates.
Note:
- 1. Each client can only use and manage the export templates it created; templates from other clients are not visible. However, templates exported from other clients can be imported.
- 2. If a client’s selected Frequent Export Template conflicts with the export configuration policy issued by the console, the console’s policy takes precedence.
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