Information

You can export a filing plan or part of a filing plan to transfer it to another ELO repository, for example.

Condition

This function is only available in the ELO Java Client.

Method

1. Select the filing plan or the part of the filing plan you want to export.

To select multiple groups, select the parent group. In the table view, select the groups you want to export: Press and hold the CTRL key and click all the groups you want to select. If all the groups you want to select are in a row, press the SHIFT key then click the top-most and bottom-most entry you want to select.

2. On the Repository tab, click Export.

3. In the Export dialog box, select a target path for the export.

4. To export only filing plan entries, filter for the Filing plan keywording form under Filter documents by keywording form.

Result

The filing plan is saved at the selected target location as a ZIP file.

Outlook

In the ELO Java Client, you can import the filing plan to another ELO repository using the Import function on the Repository tab.