How to Export Documents in Doc List
The Export feature in Sky allows you to efficiently select, organize, and download documents from a case. You can export individual files, entire categories, or combine multiple selections into a single export package.
How to Select Files for Export
Step 1: Enter Export Mode:
Click the Export button located next to the Filter selector at the top of the document list. This activates Export Mode and displays checkboxes next to all available documents.
Step 2: Select Individual Files:
Click the checkbox next to each document you wish to export. You can select one or multiple files for a customized export.
Step 3: Select Entire Categories:
To export all files within a category, click the checkbox next to the category title. This allows you to quickly select grouped documents without marking each file manually.
Step 4: Combine Selections:
You can mix individual file selections and entire category selections to build a tailored export set that includes only the files you need.
Managing Export Mode
Start Export Mode:
Click Export at the top of the document list to begin. All selectable documents will appear with checkboxes.
Cancel Export Mode:
If you decide not to proceed, click Cancel at the top. A confirmation dialog will appear:
- Keep: Retains your current selections and stays in Export Mode.
- Discard: Clears all selected documents and exits Export Mode.
Export Formats
After making your selections, click Export to choose the desired export format. Supported formats include:
- PDF: Combine multiple documents into a single PDF file.
Exporting Content from the Right Panel
Sky also allows you to export all data displayed in the right panel — including content from the Report, Notes, Snapshot, and Chat tabs.
Step 1: Open a Tab
In the right-hand panel, select the tab you want to export (for example, Report, Notes, Snapshot, or Chat).
Step 2: Choose an Export Option
Click the Export button at the bottom of the panel and select one of the available formats:
- Export as DOCX — download a Word version of the displayed content.
- Export as Plain Text — export the content as a text file.
- Export as PDF — download a formatted PDF version.
- Export to Email — send the report or note directly via email.
Step 3: Copy All (Optional)
You can also click Copy All to instantly copy all visible content to your clipboard, including formatted text, sections, and timestamps.