Export

Overview

In Dossier-Organizer, you can export documents as a single PDF file and download it or send it via email. For this, the system uses a dedicated controller and a worker component that handles the PDF generation.

Feature Details

• Functionality: Export all documents in the current view or only selected documents as a single PDF file
• Annotations: Optionally include annotations (comments, highlights, etc.) in the exported PDF
• Redactions: Redact sensitive information (text, images, etc.) directly in the exported PDF
• Size Limit: Configure a maximum size for the resulting PDF file. Exceeding this limit will cause the export to fail
• Custom Filename: Optionally set a custom filename for the exported PDF.
• Download Options: After export, you can open the file directly, copy a download link, or send it via email

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Helm Configuration

The export is an optional feature and is turned off by default.

To enable it you must activate a couple of components and then configure the feature via Helm.

What you need to do:

• Turn on the export feature itself and configure its options if needed
• Enable the controller component
• Enable the worker‑topdf component

Add the following block to your DO Helm values file (values.yaml):

organizer:
  export:
    enabled: true          # Boolean – set to true to enable the export feature at startup
    sizeLimit: 50          # Max allowed size of the resulting PDF in MB
    ui:
      showAnnotationCheckbox: true       # Show checkbox to include annotations in the PDF
      showFilenameField: true            # Show text field to rename the resulting PDF
      showOptionsInResultMessage: true   # Show detailed options in the post‑export message

controller:
  enabled: true          # Controller manage export requests and must be enabled

worker-topdf:
  enabled: true          # Must be activated to perform the PDF export

Field Descriptions

Parameter	Description	Default
organizer.flow.export.enabled	Flag to enable export.	false
organizer.flow.export.sizeLimit	The maximum allowed size of the export file in MB. If the file exceeds this size, the export will fail. -1 means no limit.	-1
organizer.flow.export.jobType	The job type of the worker	fusionCollectionExport
organizer.flow.export.ui.showAnnotationCheckbox	Show the annotations option in the export dialog.	true
organizer.flow.export.ui.showFilenameField	Show the filename option in the export dialog.	true
organizer.flow.export.ui.showOptionsInResultMessage	Show the options, like: Open File, Copy Link, Send Email in the result dialog.	true
organizer.flow.useExternalFlow	set to true if you use a Flow cluster that is not accessible with the Kubernetes service address.	false