File extraction request
McFile allows mass document exportation through a structured extraction workflow. This functionality is ideal for situations where large volumes of files need to be downloaded in an organized manner, ensuring data integrity is maintained during the transfer.
File Extraction Request
The extraction process is centralized in a specific task within the registration menu, allowing the user to define exactly which set of files they wish to export.
1. In the navigation menu, go to Input (+) > Archive Tasks > File Extraction Request.
2. Define the filtering criteria for the extraction. It is possible to select files based on four categories:
- Company: extracts all documents linked to the selected clients.
- Matters: exports files belonging to the chosen subjects.
- Documents: extracts files belonging to the specified documents.
- Document Types: exports files belonging to documents of the chosen document types.
3. Confirm the request by clicking the Finish button, located in the top right corner of the page.
A technical analysis is performed after the request to verify the total size of the files. This procedure ensures that the extraction occurs safely and is compatible with the requested data volume.