Triark Cloud allows you to export document data and download document files when you need to share information externally. This is useful for:

• Customer handovers
• Regulatory submissions
• Collaborating with external partners
• Generating reports

🖱️ How to Export Documents

1. Open the Document List View
   Navigate to the list of documents you want to export.
2. Apply Filters (Optional)
   Filter the list to export only the documents you need.
3. Click "Export"
   Use the Export button in the top menu.
4. Select Export Format
   Choose between Excel or CSV.

📥 Download Document Revisions

If you need the actual files, you can download the latest revision of a document. This is often used for project deliveries or sending files to external partners.

🖱️ How to Download Revisions

1. Select the Document
   Click the document record in the list to select it.
2. Click "Download Revision"
   This action will download the files from the document's latest revision.Important:
   • Only the latest revision’s files are downloaded—not previous revisions.
   • If the document does not have any files, nothing will be downloaded.

🗂️ What Can You Export or Download?

⚠️ Important: Use Exports Carefully

Once data is exported or downloaded, it is outside of Triark Cloud’s document control system. This means:

• Traceability and access control no longer apply to the exported files
• The original master version remains in Triark, but external copies are no longer managed by the platform
• Use exports only when necessary for handover, collaboration, or reporting

🛠️ Example Use Case: Engineering Project Handover

An engineering team might:

• Export the document list to Excel for project closeout reporting
• Download the final revision files to send to a customer or external partner
• Use exports to provide documentation for certification or compliance checks

❓ FAQ

Q: Can I export documents from multiple projects at once?
Yes, if your current filter includes multiple projects, the export will include all visible records.

Q: Can I download all revisions in bulk?
No, you must download revisions one document at a time to ensure the correct file is selected.

Q: Does the export include the files?
No, Export to Excel/CSV only includes data fields. Use Download Revision for the actual files.

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