(Dansk version)

Overview

The content of a case can be easily downloaded to location on your PC. Such option is also available for Folders. (Please be aware of Microsoft path limitation explained below.)

To download a content of a case, invoke its context menu and select Other functions>Download as ZIP. In the displayed dialog box, select the appropriate location for saving and click OK.

A message about successfully zipped documents will be displayed on the tray notification panel.

<aside> ⚠️ Please note:

• Only documents with appropriate permissions for viewing will be downloaded.
• It is available to archive folders and cases up to 10 levels hierarchy.
• While downloading, document shortcuts are replaced with original documents. Case shortcuts and documents without assigned version are skipped during the zipping process.
• There might be certain limitations for Download as Zip functionality configured by the administrator. For more information visit General settings Administrator guide “Download as zip” section (settings 593-598).
• From DocuNote Version 6.7 XML signing form and documents downloaded from Onedrive is also supported. Until 6.7 they were ignored. </aside>

Microsoft path limitation

Please be aware that Microsoft's has a limit of about 260 characters for a path in windows.

• This means that the total path of the zip file, including the length of the path where you place it on your computer, should not exceed 260 characters.
  • Example of a full path 'C:\Users\[user]\OneDrive - [Full user domain name]\Desktop\Cases\Clients\Active\Before fourth quarter\green clients\Statements and similar\Documentation\signed documents\for further processing\contracts.pdf'

Two available options to suggest for handling this issue is:

• Choose a "higher" location on your PC, so that part of the path becomes shorter. - if this is possible, it is often a really good solution for such a situation.

• You can use one of the zip tools in DocuNote, to help shorten the path of what you are downloading. see setting (595) in our manual: General settings

  • note it affects all users

  <aside> ⚠️ Please note

  • The function shortens the titles of folders and documents, to the desired number of characters distributed down through the entire structure.
  • Thus, the titles of folders and files cannot be maintained in their full length. </aside>

Alternative options are:

• Shorten titles of folders or documents in DocuNote before zip export.
• Move folders or documents "up" in the structure in DocuNote, so the paths are not so long.

Unfortunately, it is not possible to change Microsoft's handling of path length, so therefore the zip tools are made available. It is from here a bit of "playing" with what is the best solution, including in relation to what is considered most important - naming, location, structure, etc.