Documentation

# Export Documents to Filesystem Job

Periodically exports all documents from SharePoint matter libraries to a local or network directory.

Configuration class: ExportDocumentsToFileSystemCfg

Schedule: runs once or more daily at configured times (TimeOfDay)

# Configuration

Configure under Settings > ExportDocumentsToFileSystem in the provisioning service configuration.

Setting Type Default Description
Disabled bool false Disable the scheduled job without removing configuration
ExportDirectory string — Root directory where exported documents are written. Each matter gets its own subdirectory
TimeOfDay TimeSpan[] — Times of day when the job runs. Multiple values schedule repeated runs. Example: 09:00:00,17:00:00
MatterListFilter string — Optional filter on the matter list. Supports a single rule with syntax field=value. Only one filter is supported
ExportDirectoryUseMatterCodeAndName bool false When enabled, subdirectories are named {mattercode}__{mattername} instead of just the matter code

# How it works

  1. Filters the matter list using MatterListFilter if configured
  2. For each matter, creates {ExportDirectory}\{mattercode} (or {mattercode}__{mattername} when ExportDirectoryUseMatterCodeAndName is enabled)
  3. Downloads all documents from each matter's document libraries, preserving the folder hierarchy

# Behavior notes

  • Deleted files are not removed from the export. The job only adds and updates files found in SharePoint — it never scans the local export folder for files that no longer exist in SharePoint, so deleting a document in SharePoint does not delete its exported copy.
  • Permissions and metadata are not exported. Only the file content is written to disk; SharePoint permissions and column values are not included in the export.
  • Each version is exported as a separate file, suffixed {filename}__v{version}{extension} (e.g. Contract__v2_0.docx for version 2.0). The current version is also exported under its plain filename.
  • Incremental runs are optimized per document library. Each target directory's own filesystem last-write timestamp is used as a "last exported" marker: if the document library's most recent item modification or deletion is not newer than that timestamp, the library is skipped entirely on that run. After a successful export, the directory's timestamp is updated to the library's latest modification/deletion time. Within a library, an already-exported version is only re-downloaded if its local file's last-write time doesn't match SharePoint's modified date for that version.

# MatterListFilter

Filters the matter list before exporting. Only matters matching the filter are exported. Syntax: field=value, where field is the internal name or display name of any column in the SharePoint Matters list.

The filter performs an exact equality match (case-insensitive). Only one filter rule is supported.

Special value __EMPTY__ matches matters where the field is empty or null.

Example Effect
Status=Active Export only matters where the Status column equals Active
Status=__EMPTY__ Export only matters where Status is empty
MatterType=Litigation Export only matters of a specific type

Field must exist in the Matters list

If the field name is not found in the SharePoint Matters list, the job fails with an error. Use the internal name or display name exactly as configured in the list.

# Troubleshooting

# Job does not run

  • Cause: Disabled is true, TimeOfDay is empty, or ExportDirectory is not set
  • Resolution: Ensure all three are configured
Last Updated: 7/7/2026, 1:48:24 PM

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