Case Manager Exporting

Exporting query results to CSV or XLS(X) makes it possible to use INDICA to create lists that can be used for several actions. It allows case managers to export counts, tags, tokens, etc. These can be used to create statistics and dashboarding. This also opens up the possibility to export file lists and to take (automated) actions based on the export.

Create Export

Creating an export job is done by filling in the following fields:

  • Name
    Name of the export. This name will be used as filename.
  • Query
    Query that will be used to create the export.
    Any query that works on the Search page will work here as well.
    It is advised to create the query on the Search page and copy-paste it here.
  • Fields
    List of all fields that need to be exported.
    The order of the filled in fields will be reflected in the export.
  • Output Type
    Choose in what format the export will be made.
    A choice can be made between CSV, XLS, XLSX, Original (documents in the export will be in the original format) and PDF (all documents will be converted).

When all fields have been filled in, simply click the “Export” button to start the export. A notification will be displayed that the export is running.

When the export is done, another notification will be displayed. Upon refreshing the page, the export will be shown in “Download Exports”

Creating a PDF Export

As seen in the section above, one of the export options is “converted”. This allows you to create an export with all of the files converted to PDF, i.e. all your images, e-mails, spreadsheets, and documents will be in PDF format in the downloaded export.

When creating a converted export, there are two options: “Original” and “Redacted”. The names are straightforward - the latter option will export only the PDF files that are redacted (including mails), and the former will redact all files as PDF.

The next three switches are the following:

  • This option will print the UUID of the document on each page of the PDF.

  • This option will remove any custom metadata on a PDF document.

  • This option will remove any headers from mails that are converted to a PDF, rendering the mail to purely the text content of the mail.

Downloading an export

When an export is made and finished, it will be displayed in the “Download exports” field. All previous exports will be kept here, available for download.

Simply click the name of the export to begin downloading. When an export is no longer needed, click the “X” button to remove it.

This panel also shows you the name of the export, the query that was used to create the export, the number of records that are exported, and the timestamp when it was exported.