Exporting a collective production set for emails, collaboration messages, and files

Last published : Jun 07, 2026
To export a collective production set for emails, collaboration messages, and files
  1. On the eDiscovery tab, select the case under which the production set is created.
Under the Cases node in the left pane, acase_name node appears for the selected case. This node contains a number of sub-nodes that provide details of the case as follows. The available options depend on your permissions:
  1. Expand Production Sets and select the set you want to export.
The emails, collaboration messages, and files are displayed under respective tabs.
  1. Click Export Production Set.
The export file includes all emails, collaboration messages, and files in this production set.
  1. Configure the production options before you export the production set. See Configuring production set export options.
  2. Click Export.
  3. In the Production Set Export Options dialog box, specify the following details, and clickExport.
    Export Name By default, this field displays the name of the selected production set. However, you can change this name and provide another unique name.
    You can search this name under Exports > Production Sets after successful export.
    Export Password Enter the strong password to protect the export file.
    Confirm Password Retype the same password for confirmation.
    Image Format Select this option to choose output format of the documents. For now, you can publish the document in PDF and TIFF formats.
    Markup Type Select this option to include redactions and annotations during export.
    Select the Redactions checkbox to include the redactions in the export document. You can export the redacted area as an Opaque or a Transparent area.
    Select the Annotations checkbox to include the annotations in the export document.
    Include Extracted Text Select this option to include the actual text of the documents in a text file. For redacted documents, only non-redacted text will be included in the extracted text.
    Include EDRM Metadata File Select this option to preserve and export the EDRM XML output file.
    Include Natives Select this option if you want to export all supported files in their native format.
  4. Click Export.
  5. To view the status of exported production set, in the left navigation, select Exports>Production Sets.
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