How do I export Documents, Change Requests, and Deviation Requests?

Document Control Module Administrators may batch export Documents, Change Requests, and Deviation Requests to a directory on the Grand Avenue web server.

Export Documents

Document Control Module Administrators may batch export Documents to a directory on the Grand Avenue web server.

Prerequisites

• Grand Avenue release 15.6 or later

• Click Configure Document Control > Configure Document Control Process Options and set “Enable Export of Documents?” to Yes.

Open

Enabled Document Exports

Export Instructions

• Click “Manage Documents” in the navigation menu

• Click “Export Documents”

• Use search criteria to specify which document revisions should be exported

• Click the “Search” button

• Click “Export Results to Server”

• Click the “Export Documents to Server” button and wait for the message “Documents exported to <file-name> on the web server.”

• Access the server location via FTP to download the files that were exported

  • Note: Customers with installations hosted by Grand Avenue should contact support@grandavenue.com to request instructions for accessing their private FTP site.

Example Output

Top-Level export folder, including CSV files containing metadata for the exported document files:

Open

Exported Document Files and Metadata

Export Change Requests

Document Control Module Administrators may batch export Change Requests to a directory on the Grand Avenue web server.

Prerequisite

• Grand Avenue release 16.0 or later

Export Instructions

• Click “Manage Change Requests” in the navigation menu

• Click “Export Change Requests”

• Use search criteria to specify which change requests should be exported

• Click the “Search” button

• Click “Export Results to Server”

• Click the “Export Change Requests to Server” button and wait for the message “Change Requests exported to <file-name> on the web server.”

• Access the server location via FTP to download the files that were exported

  • Note: Customers with installations hosted by Grand Avenue should contact support@grandavenue.com to request instructions for accessing their private FTP site.

Example Output

Export Deviation Requests

Document Control Module Administrators may batch export Deviation Requests to a directory on the Grand Avenue web server.

Prerequisites

• Grand Avenue release 16.0 or later

Export Instructions

• Click “Manage Deviation Requests” in the navigation menu

• Click “Export Deviation Requests”

• Use search criteria to specify which deviation requests should be exported

• Click the “Search” button

• Click “Export Results to Server”

• Click the “Export Deviation Requests to Server” button and wait for the message “Deviation Requests exported to <file-name> on the web server.”

• Access the server location via FTP to download the files that were exported

  • Note: Customers with installations hosted by Grand Avenue should contact support@grandavenue.com to request instructions for accessing their private FTP site.

Example Output

 Return to main Exports page