Exporting Scans with a Template
You can create shareable CSV Download Links on both the Tasks page and the main Scans page. We highly recommend using the “Download Scans” task because you can export larger files and schedule downloads if needed. Once the link is created you can edit as needed.
Under filter options, you can choose an Export Template to only export the data you require, including the options to arrange columns, rename headers, structure the data, etc. If you select an export template, all scan data will be exported in its raw format.
Task Page
- Navigate to the Tasks page
- Select “Add a Task”
- Select “Download Scans”
- Filter for the records needed
- Select “Output Format”
- Chose the template for exporting
- Select “Filter”
- Schedule downloads (option)
- Create Task
- Once created click the “+” symbol to create a link.
- Name the link
- Optionally require a user login for viewing online and then downloading.
- Click “Create ShortURL”
Scans Page
- Navigate to the Scans page
- Filter for the records needed
- Select “Output Format”
- Chose the template for exporting
- Select “Filter”
- Select “CSV Download Link”
- Name the link
- Optionally require a user login for viewing online and then downloading.
- Click “Save Download Link”
To view all your share links, navigate to Account > Settings > Share Links.
Direct download of a CSV File
To obtain the CSV file, you will need to select “Export a CSV File” on the left-hand side of your Scans page beneath the filter options. Here you can choose to have the data delivered to your email or download it directly. When the file is ready for download, a button to save the file will appear in your task inbox.
Excel users: When importing a CSV file to your workbook you should select “Data” and then “From Text/CSV” for the data to be formatted properly.
Sharing Scans
With a CSV download link, you can share the latest scan files with employees, subcontractors, suppliers, and customers. To do that, create log-in credentials on the “Users” page. The user can be given access to scanning or just for share link access.
For a user to view scans online you must check the box “Require user login”. This limits who can access the report as they must be a user under your account. Reports can be customized to each user and the relevant link shared with them.
When you distribute the link to your users, they will see a web portal for signing in. They will be able to then see up to 10,000 filtered scan records which you’ve enabled them to see. Each time they click the link or refresh the portal, the screen will re-populate the spreadsheet in real-time. The user can search, select date ranges, and download the file.
Important: On the Users page you must create at least one app username for this ‘sharing’. You can then give everyone that username or give everyone a unique username. Unless you want them to scan, you should not associate that username to a Service. It is important to make sure to name each link (‘Enter a name’) with the ID, name or location you filtered by. In that way your can more easily track which URL to send them.