Exporting Documents from OU-PARCHMENT Application

This page describes how to export documents from the BDM/Xtender application OU_PARCHMENT.

When you export a document, you are really downloading the document from BDM/Xtender to your local machine. Once you have this local copy, you can then upload it to the B-S-ADMN application.

Please note that any Parchment documents containing only one page can still be moved using the Copy/Move function as you normally would. This method applies to multi page documents only.

There are two ways to do this: by selecting multiple documents or by exporting an individual document. We will describe both, starting with multiple document selection.

Multiple Document Export

• Log in BDM/Xtender as you normally would
• Navigate to the OU-PARCHMENT application
• Query the application (in this case I queried all documents)
• In this example we have three documents: one with 3 pages and two with 2 pages

• You can select each document by clicking the check box next to each one

• Once they have been selected, you by click the Export drop down to select your options. From here, you'll want to select "Export Selected Document(s)"

• Once you have selected "Export Selected Document(s)", you will want to be sure the "Use PDF Format" check box is checked (it is by default).

• From here you click "Export"
• At this point the new PDF should launch in Adobe on your machine. In this example our newly created PDF will be 7 pages: the one 3 page document and the two 2 page documents in one PDF, ready for batch upload and indexing. You may save this to a desired location on your machine, but it also should be stored in your Downloads folder.

• You will also see at least one, and maybe two pop up boxes. These can be closed once the export is complete.

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• Now that you have the document, it can be uploaded into B-S-ADMN through Admin pages or directly as a batch upload.

  • Here is a page on uploads: https://kb.oakland.edu/uts/BannerDocumentManagement/OverView/HowToImport

  • Here is a page on using batches: https://kb.oakland.edu/uts/BannerDocumentManagement/OverView/HowToUseBatches

Single Document Export

• Log in BDM/Xtender as you normally would
• Navigate to the OU-PARCHMENT application
• Query the application for the document you wish to export
• In this example we have a document with three pages

• Open the document
• Click the document link towards the top of the document. A drop down menu will appear
• Select "Export Document"

• Once you have selected "Export Selected Document(s)", you will want to be sure the "All Pages" and "Use PDF Format" check boxes are checked (they are by default).