Scheduling a Document Extract in the TCM Full Client

Users who use the Document Extract Utility sometimes find that they need a recurrence of the utility based on their extraction needs or maybe need it run at a later date. The schedule can be set to a particular day and can be set to run once in the future, daily, weekly, or monthly.

• TCM

• Tyler Content Manager

• Full Client

• Document Extract 

• Exporting

• Attachments

1. After you have created your Document Extract template, highlight the extract you would like to schedule for recurrence

2. Click the clock icon above the list of Extracts

3. Schedule the date and frequency of the extract on the options on the left-hand side

4. When finished, click OK

5. You can check on the scheduled Document Extract or edit it further by clicking the Scheduled tab

6. If you need to edit or remove the scheduled Document Extract, click the icon of the paper with the red x icon (delete) or the paper with the pencil icon (edit)

Creating a Retention Schedule for the TCM Purge Process

If you do not know how to run the Document Extract Utility, please review the following: TCM - How to Extract Export Copies of Documents from TCM