RecordPoint allows the exporting of records by level of aggregation (box, file or record). To perform an export, a location must be specified for export.
In RecordPoint:
- Under the Management menu, select Settings
- Select General Settings
- Update the Export Location Field and select Update
- Refresh the cache
- From the Navigation Panel use the Browser or Search feature to locate the item to be exported
- Save results by selecting Save Query from the RecordPoint Ribbon
- Provide a Name, Description and Category
- Click Save
- From the Navigation Panel
- Select Export Records Under the group Disposal
- Under Record Type, select the Level of Aggregation to be exported (Record, File or Box)
- From your Saved Search, navigate through and select the item for export
- Click Export
- The item is now queued for export to the location specified