Group Compress and e-Mail Exporter

01/17/2018 - Updated screenshot to show new Viewing Module icons.

07/27/2017 - Added documentation for the new Group Compress and e-Mail exporter.
 

Group Compress and e-Mail is a Class I exporter.

Overview

The Group, Compress and Email feature allows you to search for documents in the vMedia database, tag multiple documents from the search results, including multiple types of different file formats, and combine them into a single compressed .ZIP file that will be automatically attached to an email in your default email program. You can configure the .ZIP file attachment name to be derived either from a media file name expression or an explicit name, and assign an optional password for the .ZIP file attachment. Once configured, the values for these three fields can be stored in a global named profile for convenient re-use in future sessions.

  1. To access this exporter, click on the [View] icon.

  1. Perform an appropriate query (Database Search or External Query File).

  2. Tag the desired documents from the Search Results list.

  • With this feature the documents can be any type and combination, for example:

    • .TIF or .PDF documents printed or filed to vMedia

    • .TIF, .PDF, .JPG, or .BMP documents imported via one of the batch importers

    • .TIF, .PDF, .JPG, or .BMP files imported via "SendTo vMedia"

  1. Click on the [Export] button to access the list of Class 1 Exporters.

  2. Click on the [Group Compress and e-Mail] button.

  • The "Group, Compress and Email" entry screen will appear with the default profile loaded.

  • This profile contains basic settings for the name of the .ZIP file attachment.

  1. There are three key entry fields: the attachment name, optional password for the .ZIP file, and the exported media file name expression.

  • The .ZIP file attachment name can be sourced from the "Media File Name Expression" for the first media object being exported, or a typed "Explicit Attachment Name" can be specified.

  • The optional password must be typed. It is hidden on the display.

  • The file name expression can be hand typed, or the File Name Expression Editor can be used.

  1. The Group, Compress and eMail entry screen will appear with the default profile loaded. This profile contains basic settings for the location where the .ZIP file will be created and the format for the name of the individual files within the .ZIP file.

NOTE: Manifest is an optional feature. It is the ability to compose a custom manifest file in a variety of formats and it is included in the export file. If the optional Manifest feature is not used, proceed with step #14.

  1. Create and Include Manifest File: This checkbox must be checked for the manifest file to generate.

  • File Name: The name of the manifest file.

  • Manifest File Format: HTML, XLS or CSV can be selected.

  1. Once the entry fields are set, click [Create E-Mail] to perform the action.

The following will occur:

  • The tagged media objects will be exported and compressed into a zip file.

    • The serialized files are converted to single file per document, non-serialized are converted as-is.

  • A new message will be created in your locally installed (non-web based) email client.

  • The zip file will be automatically attached to the email message with the attachment name as specified.

  • vMedia will be held in wait state until the email message has either been sent or discarded. Once these actions are taken then vMedia will continue.

    • Only the vMedia instance from which the email request was made is held. Additional vMedia instances are unaffected.

Export Issues:

Created Email Example:

  1. After the email message is disposed (either sent or cancelled), vMedia will continue.

  • If desired, the selected settings can be saved to a global profile to facilitate easily loading the settings for reuse.

There are various profile options:
  • Save as the default profile.


  • Select from a drop-down list of profiles to edit an existing profile.


  • Click [Add New] and type a new profile name.

  • After you configure your desired profile option you must either:

    • Click [Save] to save the profile.

    • Click [Cancel] to exit without saving.

Related Topic

Using the File Name Expression Editor

Drag & Drop in the Viewing Module