Export and Send Option

Selecting either the Export or Send option in the Therefore™ Viewer's file options opens a dialog for exporting or sending the file.

Destination folder (Export only)
Select the folder where the file(s) should be saved.

File name
By default, the file name is the document title as set in the category settings. Users can set a different file name in this dialog.

File format
The document can either be converted to another format or left as original. In addition it is possible to export/send the whole Therefore™ document or a link to the Therefore™ document.

The available formats for exporting or sending are:

Format Description
Original with original file name Exports or sends the file in its original format with the file name it had when it was first saved into Therefore™
Original Exports or sends the file in its original format
PDF Converts the file into a PDF before exporting or sending
PDF/A Converts the file into a PDF/A before exporting or sending
Multi-Page TIFF Converts the file into a Multi-Page TIFF before exporting or sending
Therefore™ document Exports or sends the file as a .thex file. A Therefore™ document consists of the file and index data so both are preserved.
Link to a Therefore™ document Exports or sends a link to a .thex file. Only users with the required permissions on the Therefore™ server will be able to view the document.
Web link to a Therefore™ document

Exports or sends a web link that can be opened using the Therefore™ Web Client. Only users with the required permissions on the Therefore™ server will be able to view the document.

Empty documents that only contain index data can only be exported as a format that preserves index data: that is a Therefore™ document (.thex) or a link to a Therefore™ document.

File selection
Specify the files within the Therefore™ document to be exported or sent.

Option Description
All Files All files in the document are sent or exported
File Range Specify a range of files in the document for exporting or sending
Selected Files Export or send the selected files in the document

Compress output files (.zip)
Check this box to compress the exported or sent files into a .zip file.

Sign with personal certificate
This checkbox is only available for PDF or PDF/A. If this box is checked, the user can select a personal certificate with which to sign the PDF before exporting or sending.

Apply external timestamp
This option is only available if 'Sign with personal certificate' is checked.

Check this box to apply an external timestamp to the signature before exporting. The external timestamp can be configured using the Timestamp Server setting in the advanced settings of the Therefore™ Solution Designer.

An external timestamp will override the Therefore™ server's time settings.

Note:

  • TIFF annotations are only exported or sent if they are switched on in the Annotations tab

  • PDF annotations are always sent since these are embedded in the PDF