Exports are a way to convert an output file to another file type. Some examples of common uses for exports include:
- You are building a Word output, but really want to provide the end user with a pdf. In this case, you can add a pdf export to the word output.
- You are building a Solidworks model, but only want to share an IGES file of the model with an external manufacturer. In this case, you can add an IGES export to the Solidworks output.
Exports share some properties with outputs that determine where the output will get saved, and whether the export should be posted back to the cloud for the end user or not.
Related Terminology
Build Types are labels used to trigger a build in a workflow.
Builds are a collection of output files that you want to automate when a user runs your configurator and adds it to a quote.
Outputs are files (such as a Word document or CAD drawing) created by placing the data found in a quote or configured product into a template file.
To Add an Export
Expand the output you wish to add an export for in the configurator tree. Select the Exports node, and click the '+' button, showing a list of valid file extensions for this output. Select the desired file extension for the new export. 
Export Properties
| Property | Description |
|---|---|
| File Type | The file extension type of your export. |
| Name | A title for the export file. |
Description |
A short description of the export. |
Tags |
Tags are used to control visibility of output documents. For example, maybe the source Word document is tagged "ForInternalUse", but the pdf export is tagged "ForCustomers". With tags like this, you can use workflow rules to map the tags to user roles, so only the right users can see the file. |
| Enabled | If this is unchecked, the export will not be built. |
| Post to Cloud |
Controls whether after being built, the output file is attached back to the quote or product it originated from. Note that as long as the output is enabled, the file will be built. This property only controls whether the file is attached back to the quote. A common use case for this feature is to set Post to Cloud = false for CAD outputs, as it is rarely desired for the native CAD files to be attached back to the quote for the customer or salesperson to download. The files will still be built, and safe inside your company network for later access. But perhaps you have a PDF export of a CAD drawing to post back to the cloud for end users to download. This export file would have Post to Cloud = true. |
| Target Directory | The desired folder path to where the built output file should be placed. If left blank (recommended), the default location specified in your output builder settings will be used. This setting is ignored if Post to Cloud = true. |
| Target Filename | The desired filename of the built output file. If left blank, the output name will be used as the filename. |